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

2017 Strategic Changes


2017 sees a strategic change in our business plan as we focus more on the ‘at retirement’ market and defined benefit transfers. Following a review of our marketing material we decided to engage the services of Bright Chameleon to help us update our website. We are absolutely delighted with the results and hope that this will lead to more enquiries from our target market. We have a lot more planned for the rest of the year including the reintroduction of our client education seminars starting in April. If you have any comments you’d like to make about our website or services please do get in touch.