Testimonials

Read some of the feedback received from clients.

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 ...

Ilona Smith

Dirk helped consolidate my legacy pensions and provided investment options which so far have performed really well for me. He also gave great advice on other long term investment strategies which are being put into place. He has an easy going manner and explains options very clearly.

Nigel Britton

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.

Extremely efficient and has accommodated our financial needs with clarity. In comparison with past financial companies Dirk has been able to provide more frequent financial advice rather than just annual reviews. I would not hesitate to recommend him.

Private Client | Wirral

He is very personable, patient and understanding of my needs and requirements. His advice is relevant and simple to understand, and is given in a way that does not feel pressured. I would not hesitate in recommending him to anyone.

James Perryman | Director, Widnes

I worked with Dirk in an investment management environment for 11 years. During that time he was responsible for a number of key client relationships which he managed with a great deal of skill and enthusiasm. Dirk is an intelligent, conscientious and trustworthy person with an excellent understa...

Robert Ireland | Managing Director - SL Investment Management