SRC Wealth Management | a Chartered Financial Planning company that provides specialist advice on defined benefit pension transfers

Our People

Simon Torry FPFS
Chartered Financial Planner
Heather Jefferies
Wealth Management Administrator
Michelle Tate Cert CII (MP)
Accounts Manager
Joshua McIlroy CeMap
Sales Director
Amy Stainer Cert CII (MP)
Senior Mortgage & Protection Adviser
Jack Avery Cert CII (MP)
Operations & Marketing Director
Toni Letchfield
Administrator
Maisie Torry BA Hons Cert CII (MP)
Existing Client Manager
Nancy Appleby
Mortgage Administrator
Amy Hoskins
Mortgage Administrator
Tommy Allen
Sales Support Assistant
Yvette Green
Protection Adviser

Request Information

Contact us at info@srcfinancial.com
for more information