SRC Wealth Management

Independent Financial Adviser S R C Financial Services Ltd, 4 Lords Court, Essex, Basildon, SS13 1SS
FCA verified
19th August 2019
Profession independent financial advice for high net worth individuals approaching retirement.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
adviser-person
Simon Torry FPFS
Chartered Financial Planner
Where to find us

S R C Financial Services Ltd, 4 Lords Court, Essex, Basildon, SS13 1SS

About us

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

Our services

We have extensive experience in the defined benefit transfer market.
We also offer a broad suite of services aimed mainly at the retirement sector, including, retirement income strategies, investment management, tax mitigation.
Our focus is on building long-term trusted relationships with our clients to ensure that they can maintain their desired standard of living throughout their retirement.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Compliance

The value of investments and the income from them can fall as well as rise, and you may not get back the full amount you invest.
SRC Wealth Management is a trading style of SRC Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. Registration number 430562.

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