SRG Wealth Management - Wirral

SRG Wealth Management, located at Address: 63 Borrowdale Rd, Bebington, Wirral CH63 3AP, United Kingdom, is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. With a phone number of 7376601757 and a user-friendly website at srgwealthmanagement.co.uk, SRG Wealth Management is an accessible and reliable choice for financial planning services.

One of the main strengths of SRG Wealth Management is their team of experienced financial planners. They offer personalized financial planning services tailored to each client's unique needs and goals. Their specialty is in providing expert advice on investments, retirement planning, tax planning, and estate planning. They take a holistic approach to financial planning, ensuring that all aspects of a client's financial life are considered and integrated into a comprehensive plan.

SRG Wealth Management is committed to accessibility, with a wheelchair-accessible car park and toilet available on-site. They also have toilets available for the convenience of all clients. With four reviews on Google My Business and an average opinion of 5/5, it's clear that SRG Wealth Management is a highly-regarded and trusted financial planning firm.

If you're looking for a financial planner who can help you achieve your financial goals, SRG Wealth Management is an excellent choice. Their expertise in investments, retirement planning, tax planning, and estate planning, combined with their commitment to accessibility and exceptional customer service, make them a standout in the industry.

To learn more about SRG Wealth Management and how they can help you achieve your financial goals, visit their website at srgwealthmanagement.co.uk. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Reviews of SRG Wealth Management

Pennington Williams

5/5

We would certainly recommend Dirk of SRG Wealth Management to deal with your pension and investment planning. His advice is very detailed and backed up by many years experience but he explains everything in an easy to understand way. Even if you just need some advice on what to do next or some understanding of where you are now with your pensions or investments, Dirk will take the time to go through everything with you and offer you his expert opinion.

Ilona Smith

5/5

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 updated and reassured.

Catherine French

5/5

Dirk's advice has been very helpful. Working with him we've managed to get lots of things sorted that have been on the to do list for years and got ourselves in a good place for the years ahead.

Paul Weston-Jones

5/5

Excellent advice given by Dirk as always, very knowledgable and has our best interests in mind. I feel safe knowing he’s looking after everything for us.