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
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
Trainee Mortgage Administrator
Gracie Sivell
Trainee Mortgage Administrator
Caroline Howe
Mortgage Administrator

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