SRG Financial Management Ltd

Independent Financial Adviser  S R G Financial Management Ltd, Ballymena, Co Antrim, BT42 3HB
First meeting at adviser's own cost
Our clients leave our office with the confidence to enjoy their life to the full, without worrying about money.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Response rating
10/10
check
FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Nigel Graham DipPFS
Consultant

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

MR Robert Stevenson CFP TEP IMC
Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
“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 .”
Al Chada, Antrim
“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.”
Jennifer McWilliams, Antrim
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. <phone number hidden>
Ernie Spence, Carrickfergus
About us

At SRG, our job is to ensure you know where you stand today and tomorrow. We've been doing this for over 18 years - giving straightforward reliable guidance, and getting great satisfaction in doing so.

After a confidential, open discussion we can help you get a clear picture of what your money allows you to do now. Then we can discuss what you'd really like to be free to do and set up your Money Road Map to help you get there, by helping you to manage your affairs in the most efficient way.

We understand the value of the money you have earned and we like to keep our processes simple and our language jargon free.

So if you think we're the type of people you'd like to help you take care of your money then please call us on <phone number hidden>.

Our services

"Straightforward, Reliable Guidance".

Our job is to ensure you're confident to enjoy the freedom your money can give to live life fully, without worrying about affordability or jeopardising long-term plans. We understand the value of the money you have earned.

After a confidential, open discussion we can help you get a clear picture of what your money allows you to do now.

The key to our past success is that we then discuss in detail what you'd like to be free to do and create your own Money Road Map knowing you're managing your affairs in the most efficient way.

Where to find us
Head office address: S R G Financial Management Ltd, 22 Pennybridge Industrial Estate, Ballymena, BT42 3HB
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 20th September 2021

Similar advisers near you

Restricted - whole of market 1.81 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 14.86 mi
Chartered Financial Planning firm who are small enough to care and big enough to get the job done.
 
Restricted - whole of market 15.61 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Restricted - whole of market 15.81 mi
I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.