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. 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.
Services
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.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2022/23 tax year, and how you can use it in your year end tax planning.
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. The value of your investments can go down as well as up, so you could get back less than you invested.
Reviews (1)
John Megaughin
Apr 29, 2021
I've been a client of SRG for the last three years for personal and professional financial planning. The team is friendly and highly knowledgeable about a wide range of financial areas and I trust them implicitly to help me plan for my future, and the future of my business. They're a great bunch of people with a high level of professionalism and I'd recommend them without hesitation. You'll also get a good cup of tea and some top biscuits when you go in to meet them - what else would you want!
