SRG Financial Management are a local firm of Independent Financial Advisers, based in Ballymena. We have highly qualified advisers, a pre-requisite now for clients with very demanding financial planning needs. At SRG Financial Management, we offer a complete wealth management solution, by helping clients take a look at the bigger picture. By researching your current arrangements, we are able to provide a complete overview of your financial position now and projected into the future


Contact Details

  Website
  City Ballymena
  Postcode BT42 3HB
  Address 7 Pennybridge Ind Est
  Phone Number 028 2564 0919

From Our Website

That's what we do. What's more interesting about SRG are our clients. Let us tell you a bit about them first, then you can read about how we conduct our business further down the page. Or you can click on "About Us" to find out more about us if you're really keen! Our clients have the freedom to enjoy life without worrying about money. They don't all drive flashy cars or have second homes in Bermuda but you'll know how to spot them - they have a quiet confidence that the money they have worked hard to amass, is now working for them, to afford them a better lifestyle now and in the future.


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


We've provided a selection of useful calculators below. Please note that whilst the calculators are accurate, they perform generic calculations that do not take into account your individual circumstances. They should be used as a guide only and not relied upon. Please also note we do not store or see any of the information you input to these calculators.


Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. This document looks at the different investment vehicles available to the individual investor together with the key points to note. This is an at-a-glance guide with more detailed information being contained in the other documents on this page.


It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. A workplace pension is a way of saving for retirement arranged by an individual's employer. It is sometimes called a 'company pension', an 'occupational pension' or a 'works pension'. Automatic enrolment into a workplace pension is an easy, hassle-free way for workers to save for their retirement while they are earning.


Not only do you need to consider which mortgage is most suitable for your current needs and circumstances, you also need to think about which interest rate options are most likely to suit your needs. This section has information on the various types of mortgage product which are available. Sometimes people get into debt through no fault of their own and, even if they have been to blame, want to sort things out. Fortunately, there are now some lenders willing to provide adverse credit mortgages and this short guide will help you understand what to expect.