Welcome to SRG Wealth Management

I provide bespoke and tax efficient wealth planning advice to aspiring professionals and business owners.

I focus on understanding our clients’ personal objectives, forming long term relationships through the design, the implementation and the maintenance of a bespoke wealth management plan that meet their ongoing financial goals.


Promotions

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Testimonials

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SRG Wealth Management has helped me a lot to plan for my retirement. As an NHS worker, financial planning can be complex to understand as I know about health and not wealth. SRG Wealth Management has clearly explained my options, and has provided reviews and guidance along the way which keeps me ...

Ilona Smith

SJP Approved 08/06/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.