22A Pennybridge Industrial Estate, Ballymena BT42 3HB
SRG Financial– Straightforward, Reliable Guidance to help you manage your money.
Our clients have the freedom to enjoy life without worrying about money. They don’t all drive flashy cars or have second homes in Bermuda but you’ll know how to spot them – they have a quiet confidence that the money they have worked hard to amass, is now working for them, to afford them a better lifestyle now and in the future. That means they can choose how many days they want to work, how many holidays they’d like to take, whether they can afford the flashy car without fear of running out of money, without a second thought of jeopardising future plans.
Some of the key questions our clients have needed answered are:
- How will I know when I can afford to stop working and still have enough to enjoy life?
- It’s time for some ‘me time’ – I’ve always been cautious but can I spend what I like now?
- How to avoid leaving the burden of huge tax liabilities for my family?
And here's how having a clear Money Road Map makes them feel:
- Getting clarity of on all my affairs has been life changing. I can now even say ‘no’ to the odd customer so that I have more quality time to myself.
- I’m no millionaire, but knowing I’ve got enough to enjoy my retirement is a real relief.
- It’s great to be able to help my kids out now when they need it, before I’m not around anymore.
This is where we get great satisfaction in knowing that a client has left our office confident to enjoy life to the full, without worrying about money.
Enquire here if you would like more information about us:
