SRG Wealth Management
63 Borrowdale Road, Bebington, Merseyside CH63 3AP, United Kingdom
About the Business
Welcome to SRG Wealth Management, an institution dedicated to helping individuals and businesses achieve their financial goals. Located in the heart of Bebington on Borrowdale Road, our team of finance experts is committed to providing personalized financial advice and top-notch customer service to our clients.
At SRG Wealth Management, we understand that financial planning can be overwhelming and complex for many people. That's why we take a holistic approach to financial management, considering your overall financial situation – including your short and long-term goals – in order to develop a comprehensive financial plan that meets your unique needs.
Whether you're looking to save for retirement, make smart investments, or manage debt, our team is here to help. We offer a range of financial services, from financial planning and investment management to estate planning and wealth transfer. With our knowledge and expertise in the ever-changing financial landscape, we strive to help our clients make informed financial decisions that will help them achieve their financial objectives.
At SRG Wealth Management, we pride ourselves on our commitment to excellence and unparalleled customer service. Our team understands that every client is different, and we take the time to get to know you on a personal level, so that we can provide tailored advice and solutions that meet your specific needs. We are dedicated to building long-term relationships with our clients, and we strive to provide exceptional service every step of the way.
So, whether you're a first-time investor or a seasoned pro, SRG Wealth Management is here to help. Contact us today to schedule a consultation and take the first step toward achieving your financial goals. We look forward to working with you!
Photos
Contacts
63 Borrowdale Rd, Bebington, Wirral CH63 3AP, United Kingdom
Hours open
Monday:
08:30 - 18:00
Tuesday:
08:30 - 18:00
Wednesday:
08:30 - 18:00
Thursday:
08:30 - 18:00
Friday:
08:30 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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."
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