SRC Wealth Management
SW
Financial Advisors
SRC Wealth Management
4 Lords Ct, Basildon SS13 1SS
# SRC Wealth Management
SRC Wealth Management is an independent financial advisory firm based in Basildon that specialises in retirement planning and wealth management for those approaching or already in retirement. Founded by Simon Torry in 2001, the firm has built a reputation for straightforward, client-focused financial planning over more than two decades.
The business primarily serves high net worth individuals with liquid assets exceeding £500,000, though they maintain no strict minimum threshold. Their approach centres on independence—working exclusively for clients rather than product providers, which means they prioritise client interests above commission-driven recommendations. Notably, they're transparent about declining clients they cannot genuinely help, demonstrating genuine commitment to suitability.
What sets SRC Wealth Management apart is their emphasis on personalised, face-to-face advice. Despite technological capability for nationwide service, they believe in the value of direct relationships, typically meeting clients at their Basildon office with home visits available. Their core offering includes three tailored services: Retire Ready (converting retirement dreams into actionable plans), Retire Secure (providing financial confidence through comprehensive planning), and specialised support for widows and divorcees navigating difficult financial transitions.
Led by Chartered Financial Planner Simon Torry, supported by administrator Heather Jefferies, the firm combines professional expertise with accessibility. Their track record demonstrates success in helping clients achieve financial goals through transparent, straightforward solutions rather than complex products.
SRC Wealth Management is an independent financial advisory firm based in Basildon that specialises in retirement planning and wealth management for those approaching or already in retirement. Founded by Simon Torry in 2001, the firm has built a reputation for straightforward, client-focused financial planning over more than two decades.
The business primarily serves high net worth individuals with liquid assets exceeding £500,000, though they maintain no strict minimum threshold. Their approach centres on independence—working exclusively for clients rather than product providers, which means they prioritise client interests above commission-driven recommendations. Notably, they're transparent about declining clients they cannot genuinely help, demonstrating genuine commitment to suitability.
What sets SRC Wealth Management apart is their emphasis on personalised, face-to-face advice. Despite technological capability for nationwide service, they believe in the value of direct relationships, typically meeting clients at their Basildon office with home visits available. Their core offering includes three tailored services: Retire Ready (converting retirement dreams into actionable plans), Retire Secure (providing financial confidence through comprehensive planning), and specialised support for widows and divorcees navigating difficult financial transitions.
Led by Chartered Financial Planner Simon Torry, supported by administrator Heather Jefferies, the firm combines professional expertise with accessibility. Their track record demonstrates success in helping clients achieve financial goals through transparent, straightforward solutions rather than complex products.
Services offered
Retirement planningWealth management adviceRetire Ready serviceRetire Secure serviceWidows and divorcees financial supportFinancial planning consultationFace-to-face advisory meetingsHome visit consultations