SRC Wealth Management | a Chartered Financial Planning company that provides specialist advice on defined benefit pension transfers
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Our People
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
Louise Bowen
Mortgage Administrator
Rachel Saxton
Mortgage Administrator
Jessie
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