An Associate Partner Practice of St. James's Place Wealth Management

SRG Wealth Management

Dirk Strontschak

Chartered MCSI CFA
You will receive a personal approach to discussing your financial affairs. With years of experience dealing with private clients, businesses and institutional investors, you will benefit from tailor-made wealth management planning, with the aim of assisting you in achieving your financial goals.

About

Based in Bebington, Wirral, I provide wealth management advice to clients within Merseyside, Cheshire and North Wales.

I have been working in financial services for more than 20 years and have undertaken a significant numbers of professional qualification including the Chartered Financial Analyst which I was awarded in 2010. Since 2011 I have been an active member of the regional committee for the Chartered Institute for Securities and Investment (CISI*) and served as President between 2014 and 2016 for the Liverpool and North Wales area. As well as creating interesting networking and education events for members, supported by many volunteers, in recent years we have also assisted local school children in gaining professional qualifications. This has provided schools and their pupils with a practical insight into the world of Finance.

Outside of my business, I enjoy family life with my wife Belinda and my two daughters Ella and Luisa. I also like to keep active with running, swimming and playing football with friends.

Charity is also important to me and I have regularly participated in events to raise money for good causes, for example by taking part in a half marathon for the local children’s charity Claire House. I have also helped to organise social events for the regional CISI with the aim of raising money for local charities which included North West Air Ambulance*, Roy Castle Lung Cancer Foundation and Kind. They all do amazing work and I am keen to assist in raising awareness and funding for good causes.

SRG Wealth Management was established in 2017, when the Principal, Dirk Strontschak, accepted an invitation to join St. James's Place Wealth Management.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

Testimonials

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Extremely efficient and has accommodated our financial needs with clarity. In comparison with past financial companies Dirk has been able to provide more frequent financial advice rather than just annual reviews. I would not hesitate to recommend him.
Private Client |Wirral

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.