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

Michelle Tate Cert CII (MP)

Apart from the company owner, Michelle is SRC’s longest serving member of staff, having joined the company in May 2005. Prior to working at SRC, Michelle spent the nearly 20 years employed in the banking sector.

She is a qualified mortgage and protection adviser although she is no longer an active adviser.

Michelle is married to Mark and has two daughters, Zoe and Lauren. She enjoys cooking and spending time with her family.

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