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SRM Financial Planning LTD

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4 Harlequin Drive, Worksop, Nottinghamshire, S81 7SN
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https://www.srmfinancial.co.uk
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FCA Number: 620753
Website Image of SRM Financial Planning LTD

SRM Financial Planning Ltd is a trusted financial services firm, situated near Worksop, Nottinghamshire, and is located at 4 Harlequin Drive, S81 7SN. This firm is FCA-regulated under the registration number 620753, offering regulated advice to businesses and individuals across Greater Manchester and surrounding areas. They specialize in comprehensive financial planning, including life insurance, investments, and targeted pension retirement advice. Many clients trust them for their expert guidance on final salary pension transfers. SRM Financial Planning Ltd prides itself on its client-focused, personalized service that caters to diverse financial goals and needs. As your dependable partner, SRM ensures an approachable, professional experience for all clients.

Their team includes one financial adviser. Check FCA registration here.

SRM Financial Planning LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to SRM Financial Planning LTD from the Motorway

  1. Starting from the M1:
  2. Proceed to the M69 ramp, signposted for Birmingham/Coventry.
  3. Upon reaching the roundabout, take the fourth exit to join the M1 ramp towards Nottingham/Newark/Leicester (North). Merge onto M1.
  4. Remain in the right-hand lane to continue on M1.
  5. When you reach junction 27, exit via the A608 slip road leading to Mansfield.
  6. At the Friezeland Interchange, select the third exit, which will take you onto Mansfield Road, also designated as A608.
  7. Subsequently, at the roundabout, opt for the second exit and remain on Mansfield Road/A608.
  8. Repeat this manoeuvre at the ensuing roundabout. Slight diversion to the left towards Derby Road/A611 is required after this.
  9. Merge onto Derby Road/A611, then turn left onto Nottingham Road/A60. Continue to follow A60.
  10. Turn right onto St Peter's Way/A60/A6009.
  11. Maintain your course to stay on St Peter's Way/A60/A6009 and continue to follow A60/A6009.
  12. Take a right to Woodhouse Road/A60, and continue to follow A60.
  13. Make a slight diversion to the right to stay on A60.
  14. Turn right onto A60/A619, and continue to follow A60.
  15. At the following roundabout, take the second exit onto A57.
  16. Repeat this manoeuvre at the next two roundabouts.
  17. At the fourth roundabout, opt for the third exit onto Gateford Road/B6041.
  18. Turn left onto Ashes Park Avenue, passing through two roundabouts.
  19. Finally, at the last roundabout, choose the first exit onto Harlequin Drive. Your destination will be situated on the right.

List of advisers under SRM Financial Planning LTD:

SRM Financial Planning LTD 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 http://sjp.co.uk/products

SJP Approved : tbc

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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