My experience as a client of SR Investments

“you are treated like a partner of the business, not just a customer”

At SR Investments our business is built around our clients, we take a personal approach and always look for feedback. Whether it’s our monthly newsletter, client meals or meetings, we will pass on our expertise and get to know how we can support you in reaching your financial goals.

This month we caught up with Mitun, a valued client of ours who set up an account in July 2018. He owns the successful mobile phone repair and sales store Ring Ring Mobile in Nuneaton and we met to find out and share with you what it is like to be a client of SR Investments. Click "Read More" to continue reading.....

Why was Mitun considering making an investment?
“I wanted a pot of money on the side that provided me with real returns that I could actually access, unlike an ISA”
*We will discuss and agree all terms when you invest which includes flexible withdrawal options*

Before we delve further into the meeting it’s important to clarify what as an organisation SR Investments is all about - SR was created to allow people to secure their future, to get more from their hard earned money and see profits, rather than hand profits day in day out to the banks.

Don’t get me wrong, in terms of profits this is NOT a “get rich quick” scheme. When making an investment you can’t always guarantee returns but we do not make unrealistic claims and promise you profits that are un-achievable like many schemes or scams out there. Too many out there over promise and under deliver.
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What we HAVE ACHIEVED for our clients are returns that beat what many of the banks offer in a year, every single month.
 
So back to Mitun:
Why did you choose to invest with SR?
“I really appreciated the soft approach – I followed the company’s progress over two months, spoke with Sandy regularly and I was never actually asked for investment. I was passed all of the information that I needed, allowing me to calculate the risk and make a clear decision knowing my investment was in the right hands.”
 
*Unlike some, we’re not pushy sales people, many clients have come to us with a sum to invest and we have recommended investing a portion of this first. Ensure you are happy with the return after the first few months and then add to your investment as you see the results*
 
How has your experience been so far?
“It has been a fantastic experience with such a personal service. The fact I can get in touch and go straight to the top, speaking to Sandy as an expert trader, you just don’t get that anywhere else.”
 
“The speed of communication is great too, along with the openness. I have had a clear monthly update which has broken down the month, with an explanation of how our account growth has been achieved and any related news.”
 
*If you want to get our blogs sent straight to you, find out more top tips about investing as well as getting the latest news from SR Investments and the financial world, you don’t need to be an existing client. Sign up to our newsletter below on the right hand side of this page.*
 
What is it like being a client of SR Investments?
“You feel like you become part of the team, when you invest you are treated like a partner of the business, not just a customer.”

And most importantly, are you happy with the growth on the account?
“I’m very happy with the progress so far, making an 8% gain last month alone! I’m looking forward to my next update!”
 
There’s more to come from our catch up with Mitun, as a business owner himself he has been key in pushing Sandy in his journey. Over the next few weeks we will discuss and explore the challenges they have both faced in setting up their own businesses – plenty of lessons that can be learned for your own journey.

Would you like to know more about the benefits of investing over saving? Are you frustrated with your savings account or ISA’s returns and terms?
Comment below if you have any questions and get in touch if you want to join the journey as an investor - info@srinvestments.co.uk.
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