SRC Wealth Management | Home | specialises in providing independent financial planning and wealth management advice to people that are approaching retirement or who have already retired
retirement

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.

Latest News

Pension Transfer Gold Standard

03-May-2019

We are proud to announce that we have been awarded the 'Gold Standard' by the Personal Finance S..

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Latest Government buy-to-let legislation - is this the final nail in the coffin for private landlord

15-Apr-2019

Although enhancing protection for tenants is to be applauded, the Government's latest initiative..

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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.