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>
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>
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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