SRC Wealth Management

Independent Financial Adviser  25 Old Broad Street, LONDON, EC2N 1HN
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FCA authorised
Last authorised 29th November 2021
Independent Chartered financial planners specialising in defined benefit transfers and pension drawdown.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Simon Torry FPFS
Director
About us

SRC Wealth Management is an 'independent' Chartered financial planning company that advises private clients.
Our focus is on assisting people that are approaching retirement. Typically our clients are aged over 50 and will have accumulated significant wealth through pension and investment products.
We advise in the following areas: defined benefit transfers; pension drawdown; investment management; estate planning and IHT mitigation.
Established in September 2001, the company achieved the prestigious status of Chartered in 2015.
Initial meetings are free of charge and without obligation. We prefer to see clients at our offices (Basildon or London [City]), but can meet at your place of work or home if required (geographical restrictions may apply).
All work is undertaken on a fee basis, any fees being agreed in advance before work is commenced.
For more information about our company, please contact us to request a brochure or visit our website <url hidden>

Our services

SRC Wealth Management works predominantly in the 'at' retirement market.
Our particular areas of expertise are defined benefit transfers and pension drawdown.
We also assist clients with investment management and estate planning strategies.
We focus on providing a high quality personal service, with the aim of building long term trusted relationships with our clients.
For more information about what we do, please contact us to request a brochure or visit our website <url hidden>

Preferred clients
Minimum wealth (income/assets)
£501,000
Minimum pension value
£501,000
Minimum mortgage value
£501,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

25 Old Broad Street, Cricketers Way, LONDON, EC2N 1HN

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