Welcome to SRC Wealth Management the retirement advice specialists.
SRC Wealth Management specialises in providing independent financial planning and wealth management advice to people that are approaching retirement or who have already retired. We help our clients take control of their money by providing clear and concise advice on a broad range of financial matters.
To discuss your situation please contact us on 01268 280096.
The best thing about having SRC as our financial advisors is that they have provided continuity of service over the years. Meetings are professional yet informal, instructive without being patronising, and carried out in a relaxed environment.
Alex & Rose K (London)
SRCs advice has been outstanding and we now have a clearer understanding of our finances for the future.
John & Jennifer F (Essex)
We have been clients of SRC's for many years. They are by far the most professional, knowledgeable and approachable advisers we have ever dealt with.
Phil & Joan S. (Essex)
Making decisions about retirement were amongst the most important I was ever going to make. SRC’s understanding of my situation and needs was excellent and their expertise reassured me that I was making my decision with the information I needed.
Rob H. (Essex)
Attending an SRC seminar persuaded me there was so much more out there that I did not know about. The resulting comprehensive report and it's delivery helped me to set up my financial plans.
Sue P (Essex)
SRC provided an excellent service to me, so much in fact that I have referred another college to them for advice.
Tony S. (Essex)
Latest News
Coronavirus Update
07-May-2020
We continue to operate as normal, although most of the team are currently working from home. Fo..
Defined Benefit Transfer Seminar
16-Jul-2019
We're delighted to announce that reservations are now being taken for our next defined benefit t..
Our Financial Planning Service is at the core of our advice process and forms the foundations on which we build our recommendations.
We believe it is essential that we have a clear understanding of where you are now and where you want to get to, before we start offering our advice.
We’ll start by talking to you about your plans and hopes for the future, as well as those things that keep you awake at night.
We are acutely aware that for many, retirement can be a particularly anxious time. Changes in lifestyle as well as making some big financial decisions can keep people awake at night.
And although the introduction of Pensions Freedom legislation in 2015 was welcomed, there can now seem a bewildering number of options from which to choose.
Getting things wrong at this stage of life can be extremely costly, which in our opinion means that taking professional financial advice is essential.
We are one of the few companies authorized to advise on and arrange final salary pension transfers.
Transferring a final salary pension is a complex and irreversible transaction that requires specialist advice. Understanding the pros and cons of transferring your benefits is therefore essential before you take any action. In fact if your benefits have a cash value in excess of £30,000 the Government will require you to take professional financial advice.
