SRC Wealth Management

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

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

Jessie

Financial advice does not need to be complicated, in fact we’ve found that some of the best solutions are often the most simple.

That’s not to say that every situation we deal with has an easy answer, but we always start with that principle in mind.

4 Lords Court
Cricketers Way
Basildon
Essex
SS13 1SS

T: 01268 280096
F: 01268 521202

E: info@srcfinancial.com
W: www.srcfinancial.com