What our clients say
Simon offers advice that he believes in. He has the knack of explaining things at the level we can understand and avoids jargon and initials etc.He has made recommendations for us that have proved fruitful and has explained his advice at all times with clear warnings of any risks.He keeps us updated with his market analysis and has proven to have a very cool head in good times and bad.Most of all Simon strongly advised / nagged me to take out Critical Illness insurance because he saw a gap in our overall cover. Unfortunately I had to claim on this insurance but the payout allowed me to scale back work and eventually retire early, without Simon's insistence that I take out this cover I would have forced to carry on working or take a dramatic drop in life style.
Simon takes time to work with me as an individual, helping me to identify and prioritise present and future spending plans, including those concerning inheritance. He is an accomplished mentor and coach and supports me in financial planning, risk assessment and investment. He has got to know my aspirations and advises on how to plan financially for their realisation whilst always counselling caution where appropriate. Simon has offered excellent advice on investments and on pensions, both of which have done well even in the most difficult financial climate. Indeed his on-going advice to our children on insurance and mortgaging has proved invaluable. Simon is genuinely interested in his clients' wellbeing. He is a good listener, approachable and reliable. He will always return calls promptly and does what he says he will do - the consummate professional. Most importantly, I feel I can trust him implicitly and am fully confident that under his guidance we shall remain financially secure.
I have been a client for many years and have always been advised well. Simon in particular has given me solid, well thought out advice for investment and pensions. He has an excellent understanding of markets and trends which has been of great benefit to me.
Simon helped me thoroughly consider and analyse the options open to me, including advice on managing my options with regards to tax and longer term planning (including inheritance tax implications). This resulted in me making a specific request to my pension plan.
Simon understood my needs and explained all my options in plain English. He made sure I fully understood the process and I always felt sure he was making sure me and my family would be comfortable when I retire.
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
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.