S R C Financial Services Ltd, 4 Lords Court, Essex, Basildon, SS13 1SS
SRC Wealth Management was established in 2001 and is an 'independent' financial planning company.
Our typical clients will be approaching retirement and require advice on how to best organise their financial affairs.
Areas in which we specialise include: defined benefit transfers; pension drawdown; investment management; estate planning and IHT mitigation.
Initial meetings are free of charge and without obligation. We prefer to see clients at our offices (Basildon or London [City]), but home/workplace appointments can be arranged (geographical restrictions may apply).
All work is undertaken on a fee basis. Fees are agreed in advance before any work is commenced.
For more information about our company, please contact us to request a brochure or visit our website
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.