At SRG Financial Management, we focus on the provision of comprehensive financial planning, creating a complete wealth management solution, not components in isolation.

SRG Financial Management are a local firm of Independent Financial Advisers, based in Ballymena. We have highly qualified advisers, a pre-requisite now for clients with very demanding financial planning needs.

At SRG Financial Management, we offer a complete wealth management solution, by helping clients take a look at the bigger picture. By researching your current arrangements, we are able to provide a complete overview of your financial position now and projected into the future. In effect, what we are creating for clients is a Financial Road Map.

Many clients have, over the years acquired a “collection” of various financial arrangements, but have no overall long-term strategy. Clients also often need help to identify their goals and needs . SRG Financial Management helps clients identify their life goals and needs, helps to prioritise those needs and suggest holistic strategies that could meet those needs.

 In fact, your adviser at SRG Financial Management becomes a life long project manager for you. We act as adviser, coach, educator and mentor to you, the client, providing on-going strategic advice to help you achieve your goals. The Wealth Management Solution provided by SRG Financial Management will include the creation of your financial strategy, the co-ordination of it, successful implementation and on-going management of it.

However, any financial advice that you receive dates quickly. Your circumstances can change, the government will certainly change the rules under which we all have to plan and the world changes around you. For those reasons, it is vitally important that any financial decisions that you make, or plans that you put in place, are reviewed on a regular on-going basis.

To ensure that clients Financial Roadmaps remain suitable, SRG Financial Management offers clients an on-going service, where “Progress Service” meetings are held at agreed intervals to check that the Financial Road Map created originally for them remains suitable. At these “Progress Service” meetings, any changes that need to be made for the clients benefit can be agreed and actioned in a timely manner.

Please click on the tab “Our Services” for more information as the range of services that we offer.

The benefits for the client are the creation of a bespoke strategy designed to achieve your financial goals and the peace of mind that comes from knowing where you are today and where you are heading financially in the future.

“We don’t have the right to tell you what to do with your money! But we will make recommendations”

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