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

Our People

Simon Torry FPFS
Chartered Financial Planner
Heather Jefferies
Wealth Management Administrator
Michelle Tate Cert CII (MP)
Accounts Manager
Ellis Shepherd Ba - Cert CII (MP)
Senior Mortgage and Protection Adviser
Lauren Huntley Cert CII (MP)
Senior Mortgage and Protection Adviser
Joshua McIlroy Cert CII (MP)
Mortgage and Protection Adviser
Amy Stainer
Mortgage and Protection Adviser
Jack Avery
Mortgage and Protection Adviser
Toni Letchfield
Office Manager
Maisie Torry Ba Hons
Trainee Mortgage and Protection Adviser
Megan Thirkettle
Senior Mortgage Administrator
Charlotte Monk
Mortgage Administrator
Amanda Smith
Mortgage Administrator

Request Information

Contact us at info@srcfinancial.com
for more information