I've always loved working with money, whether counting my pocket money as a child in Solingen, Germany, working in investment banking for the Bank of America in London or creating and managing investments for institutional investors in Chester.

So, setting up my own business – SRG Wealth Management – in 2017, with the support of St James' Place (SJP), was a logical next step. 

As a Chartered Financial advisor, it was the chance to use milestone financial planning to make a real difference to people's lives; educating them on how to achieve their goals and guiding them all the way.

Settled in beautiful Wirral with my wife Belinda and two daughters, Ella and Luisa, I'm here to support people and businesses with their finances across Wirral, Merseyside, Cheshire, Lancashire, North Wales and beyond.  

I have more than 20 years’ experience in financial services, with various accreditations, accolades and positions, including:

• Chartered Financial Analyst status (2010)

• President of the Chartered Institute for Securities and Investment (CISI) Liverpool & North Wales area (2014-2016) with a focus on helping children gain professional finance qualifications.

• Fund Manager at SL Investment Management (2011-2017) overseeing investment and reporting for clients

And it’s not all work; being part of the SJP family, I’m a keen supporter of local charities such as Claire House and KIND. I also recently became involved in fundraising for the Wirral University Teaching Hospital (WUTH) Charity. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Get in touch today for a no-obligation consultation.