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

SRC Client Portal Goes Live!


SRC Wealth Management's client portal goes live this week!  Clients will now be able to view their portfolios via a secure login on our website.  One advantage of the system is that it collates account information from different product providers into one place, thus negating the need for clients to login to multiple provider portals.  Registration instructions will be emailed out in the coming days.