SRG Financial Management Ltd

Initial consultation free
Independent
Our clients leave our office with the confidence to enjoy their life to the full, without worrying about money.

We can advise you on

103
£50k+
£50k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Robert Stevenson CFP TEP IMC
Director
MR Nigel Graham DipPFS
Consultant

What our clients say

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Ernie Spence
Having been seriously put off by a previous financial advisor I approached Robert with some trepidation and a degree of scepticism. That was some 10 years ago. I quickly discovered he wasn’t out to...
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Al Chada
“I am more than satisfied with Robert as my financial advisor . He has always guided me exceptionally well in all aspects of finance particularly with regard to estate planning and a managed pension...
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Jennifer McWilliams
“We first engaged the services of Robert to re-organise Antrim Enterprise Agency's staff pension scheme in 2009; taking into consideration the 2012 changes that were pending. It was Robert's...

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