22 Pennybridge Industrial Estate
Landline: 028 256...
Fax: 0871 661 6017
ethical investing, finance company, financial planning, investment advice
Welcome SRG Financial Management Ltd
SRG Financial Management have highly qualified advisers, a pre-requisite now for clients with demanding financial planning needs.SRG Financial Management offer a complete wealth management solution, by helping clients take a look at the bigger picture. In effect, what we are creating for clients is a Financial Road Map. Many clients have a "collection" of financial arrangements with no long- term strategy and need help to identify their goals and needs.
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.
Our Levels Of Service
The four levels of service available are:
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 Financial Management Ltd's minimum investment limit is £50,000.00
Regulatory Notice SRG Financial Management Ltd is authorised and regulated by the Financial Conduct Authority. www.fca.gov.uk/register. FCA registration No 565076
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Monday to Thursday
09:00 to 17:00
09:00 to 16:00
Saturday to Sunday