Welcome to SRM Financial Services

At SRM Financial Services we provide bespoke financial planning advice for both private and corporate clients. Our goal is to put in place a plan to help you achieve your financial aspirations.

Promotions

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Testimonials

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We required professional and trustworthy guidance since we have made an relatively large investment. We have been very impressed with his approach and the advice has been well received. Although the account has been open for less than a year the performance gives us confidence. We would not hesitate...
Mr & Mrs Duke, Grantham

Past performance is not indicative of future performance.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

SJP Approved 23/07/2025

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.