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

Heather Jefferies

Heather joined the wealth management team at the end of 2017. Her role is focused on administration related to the company’s wealth management clients but she also helps Simon in overall running of the business.

Prior to joining SRC, Heather spent seven years working for DST, where she attained the position of Client Service Manager (managing teams of up to 20 staff).

Outside of work Heather enjoys spending time with her friends and family. She is a big music fan and attends as many gigs as possible. She also a keen horse rider.

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