02825 640919 | nigel@srgfinancial.com

Our Service

At SRG Financial Management, we focus on the provision of comprehensive financial planning, creating a complete wealth management solution, not components in isolation.

The chart shown illustrates the many services that are available to you through your SRG Financial Management Adviser.

SRG Financial Management also offer four levels of ongoing client service, which are tailored to your needs.

The four levels of service available are:

  • Transactional Service
  • Foundation Service
  • Executive Service
  • Platinum Service

The details of these "Progress Meetings" services, the exact level of service and the cost of them, will be discussed at your first meeting.

SRG Financial Management offers clients a choice of payment routes consisting of either fees, commission or a combination of both.

SRG Comprehensive Advice

UK News

As people in England enjoy their first night out in months, police voice fears about social distancing.
New rules mean F1, international football, golf and snooker tournaments can return in England.
People across the UK will applaud later to celebrate 72 years since the founding of the health service.
An online portal will launch in England later this month to help people with ongoing symptoms.
People who have had healthcare postposed could be treated at the NHS Louisa Jordan in Glasgow.