Advice For Life
Your Trusted Partner in Retirement Planning
What We Do
Our Core Services
Retire Ready
Retire Secure
Widows and Divorcees
About Us
About Us
The incorporation was the catalyst for a rebranding whereupon SRC Financial Services Limited was established. SRC Wealth Management is now the trading name for SRC Financial Services Limited. We are independent financial advisers meaning that we work for you and not products providers.
Over the years we have helped many people achieve their financial goals by providing straightforward financial planning solutions. We strongly believe in putting the client first and will always put their interests ahead of our own. For this reason, not everyone we see will become a client. We will assess your financial needs during our initial meeting and determine whether we can be of benefit to you.
Whilst through technology we have the capability to provide a nationwide service, we do feel that face to face advice works best. Client meetings are normally held at our Basildon office, but home visits are possible. Typically, our clients will fall into the bracket of being ‘high net worth’ and will have liquid assets in excess £500K. That said, we do not have a minimum asset threshold, so please don’t be afraid to get in touch.
Our Team
Our Dedicated Team of Financial Experts
Simon Torry FPFS
Heather Jefferies
Michelle Tate Cert CII (MP)
Testimonials
What Our Customers Say About Us
"I would urge anyone looking for wealth management to contact SRC. It's more than a business. For me it's like a family."
" Prior to Simon looking after me and my finances, he looked after my elderly auntie. My husband and I now have him looking after us! We both feel he is very approachable and friendly and trust and value his advice. We always leave our meetings feeling assured our finances are being looked after in the best possible way. Heather who assists Simon is also extremely helpful."
"I have been working with SRC for some years now, and have always found them to be very professional and the advice I have been given has been excellent. It is very comforting to know that Simon and his team are looking after my interests and assuring that I get the best from my investments, so that I can enjoy my retirement and know that my children are well provided for. I would not hesitate to recommend SRC to family and friends"
"We have been a client of SRC for a number of years now, we have found both Simon and Heather very helpful and informative in respect to our retirement plans and management of our pensions. They have been available when required and we are looking forward to working with them for many more years."
"Since becoming a client of SRC in 2019 Simon has always been there to offer professional advice and to answer any questions I may have had to my complete satisfaction. More recently 2 of my friends have also switched to SRC and are totally impressed with Simon’s professionalism and high standards. In conclusion, If you want a company that takes a personal interest in your investment and treats you as an individual and not a number I have no reservations in recommending Simon to you."
"I am very happy to have chosen Simon Torry of SRC Wealth Management as my financial advisor. He provided professional analytical advice which enabled me to make an informed decision about my pension and early retirement. I transferred to a SIPP and since then I have never looked back. I wouldn’t hesitate to recommend Simon and all his staff at SRC. Wonderful people."
How We Work
Your Path to Financial Confidence
How We Get Paid
Our Fee Structure
Financial Planning Fee
This fee may vary depending on the complexity of your needs. Different fees apply for DB transfer advice (details available on request).
Implementation Fee
1.00% on the first £500,000
0.50% on the next £500,000
0.20% on any amount above £1 million
Example:
- £500,000 x 1.0% = £5,000
- £250,000 x 0.5% = £1,250
- Total = £6,250
This fee can be deducted from your investment or paid direct.
Ongoing Advice Fee
0.65% per year of the funds under our advice, covering regular reviews, ongoing support, and updates to your plan.
Example:
An investment of £750,000 would incur an annual fee of:
£750,000 x 0.65% = £4,875
This fee can be deducted from your investment or paid direct.
Contact Us
Get In Touch With Us
"I've had an excellent experience working with this wealth management team. They are incredibly friendly, always helpful, and exceptionally responsive. Every interaction has been straightforward and professional, making it smooth and stress-free. It's a real pleasure working with a team that genuinely cares and takes the time to understand your goals. Highly recommend!"