SRM Financial Planning provides personalised face-to-face advice and is proud to have developed strong, trusted and lasting relationships with our clients. This is reflected by the fact that so many of our clients come to us as personal recommendations from existing clients, and as referrals from other professionals, both financial and legal.

As an Associate Partner Practice of St. James's Place, a leading Wealth Management Company, we are able to deliver exceptional service with access to market leading research and world leading fund managers.