SRC Financial Services Limited
4 Lords Court
Cricketers Way
Basildon
SS13 1SS
SRC Wealth Management is an 'independent' Chartered financial planning firm that specialises in advising clients that are approaching retirement.
Our typical clients are aged over 50 and will have accrued significant wealth through pensions and investments.
We have particular expertise in the following areas: pension withdrawal/drawdown; defined benefit transfers; investment management; estate planning & IHT mitigation.
Established in September 2001, the company achieved the prestigious award of Chartered status in 2015.
Initial meetings are free of charge and without obligation. We prefer to see clients at our offices (Basildon or London [City]), although home visits can be arranged (geographical restrictions may apply).
All work is undertaken on a fee basis, any fees being agreed in advance before work is commenced.
For more information about our company, please contact us to request a brochure or visit our website www.srcwealthmanagement.co.uk
SRC Wealth Management is a trading style of SRC Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.
The value of investments and the income from them can fall as well as rise, and you may not get back the full amount you invest.
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