Welcome to SRM Financial Planning Ltd

We aim to provide personalised wealth management advice to individuals and businesses to help them create, grow and protect their wealth. 

We also provide a care fees planning service to individuals and professional partners.


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SJP Approved 07/11/2023

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.

SRM Financial Planning Ltd is registered in England and Wales, Number 7833077. Registered Office: 4 Harlequin Drive, Worksop, S81 7SN.