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
Clients
helped
helped
118
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£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
Director
What our clients say
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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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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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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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