“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 knowledge of the sector and forthcoming changes that prompted us to take early action. Robert and Nigel met with staff on a couple of occasions and we found them to be very informative, imparting what is sometimes considered confusing information, in an easy to understand manner. All in all the process to start up a new pension system for staff has been very smooth and went without any hitches from the side of SRG Financial. It would be our intention to recommend SRG Financial to other organisations with similar needs.”

“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 portfolio . With regard to the latter he has consistently beaten the market over the past few years .”

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 make a ‘quick buck’ and since then Robert has both saved me a considerable amount of money and also made me a considerable amount of money by his diligent approach and desire to get me the best deals possible that match with my current and future requirements. If you’re serious about making your money work harder for you then Robert’s knowledge is well worth taping into.