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

Working out where you are now, and where you want to get to

If you’re not quite sure where you are now, and don’t have a clear idea of where you want to get to, then our financial planning service may be just what you need.

We’ll start by talking to you about your plans and hopes for the future, as well as those things that keep you awake at night. We’ll help you develop a clear picture of your financial future so you can start to work out whether you’re on track to get where you want to go.

To help with this process we use industry leading financial planning software. Using technology means that we can simulate multiple financial scenarios and can literally ‘crash test’ your plans to ensure they work under any circumstances.

Having a clearly defined financial plan will help you:

  • Gain peace of mind
  • Identify any shortfalls or surpluses and take appropriate action
  • Make decisions with confidence, knowing that the numbers add-up
  • Better organise your affairs to maximise tax efficiency

Once your plan is in place we recommend that you keep things under regular review (at least annually). Changes to interest rates, inflation and other factors can have a dramatic effect on your long term plans. Taking appropriate action as and when required will ensure you avoid any nasty surprises.

And remember, the earlier you start planning the more options you’re likely to have to change your future.

For more details about how we work please refer to our brochure ‘A Guide to our Services’.