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

Michelle Tate Cert CII (MP)
Office Manager

Ellis Shepherd Ba - Cert CII (MP)
Senior Mortgage and Protection Adviser

Zoe Tate Cert CII (MP)
Senior Mortgage and Protection Adviser

Lauren Huntley Cert CII (MP)
Mortgage and Protection Adviser

Josh McIlroy Cert CII (MP)
Trainee Mortgage and Protection Adviser

Amy Stainer
Trainee Mortgage and Protection Adviser

Bobby Stewart
Trainee Mortgage and Protection Adviser

Maisie Torry Ba Hons
Senior Mortgage Administrator

Heather Jefferies
Wealth Management Administrator

Megan Thirkettle
Mortgage Administrator

Stephanie Healey
Customer Service Adviser

Caroline Howe
Mortgage Administrator

Jessie

Louise Bowen
Trainee Customer Service Adviser

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