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

Sensible investment advice that won’t keep you awake at night

Making an investment, especially for the first time, can seem like a daunting prospect. With seemingly so much choice available, it’s difficult for most people to know where to start.

And with interest rates at historic lows, you may be one of the many who are now considering alternative ways to make your money grow.

Investment advice is another core element of our service proposition, which underpins many of the recommendations we make. Although we can’t guarantee returns in the future, what we do guarantee is that we’ll stick to a tried and tested process to help you achieve success.

By avoiding unnecessary risks and keeping things simple where possible, we aim to offer our clients investment solutions that won’t keep them awake at night.

We will work with you to:

  • Identify your growth and income objectives.
  • Identify your appetite for risk and capacity for loss*.
  • Build an appropriate investment portfolio to meet your objectives.
  • Monitor your portfolio on a regular basis to ensure it continues to meet your objectives.

*Identifying your capacity for financial loss is one of the most importance aspects of our investment process. As you are probably aware, investment can go down as well as up. It’s therefore critical that we understand the impact that any market correction would have on your lifestyle before we make a recommendation. If you can’t afford to take the risk then we won’t be advising you invest.

You can find more information about how we manage client money in our guide ‘Investment Philosophy and Process’.

For a copy of our Centralised Investment Proposition 2020’ please telephone 01268 280096 or email