SRC Wealth Management, an independent financial planning firm located in Basildon, has been dedicated to serving the local community for over fifteen years. Specializing in providing independent financial planning and wealth management advice, they focus on individuals approaching retirement or those already retired. SRC Wealth Management assists clients in taking control of their finances by offering precise and concise advice on various financial matters. Operating as a trading style of SRC Financial Services Limited, founded in 2001 by managing director Simon Torry, the firm benefits from Simon's extensive knowledge and experience in the financial services industry since 1988. As one of the first advisers in the UK to achieve Chartered status, Simon Torry's commitment to excellence is further underscored by being elected a Fellow of the Personal Finance Society in 2016. The wealth management team at SRC Wealth Management primarily concentrates on aiding individuals approaching retirement or those already retired. They exclusively work with individuals, families, and trustees, positioning themselves as a 'private client' firm. The initial meeting with SRC Wealth Management is exploratory, allowing them to understand your needs while allowing you to learn about their services. They are always open to discussing individual situations, so reaching out is encouraged.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Leading Financial Planning Software.
• Transparent & Upfront.
3 Best Financial Services in Basildon, UK
Expert recommended Top 3 Financial Services in Basildon, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
SRC WEALTH MANAGEMENT REVIEWS
We had a fantastic experience with SRC services. Special thanks to Jack Avery for explaining the whole process clearly and about possible mortgage options backed with his knowledge and professional expertise. Apart from this, he is very responsive all the time, with all the pertinent suggestions to secure a mortgage offer for my first purchase so quickly. Also, many thanks to Toni Letcheield for her and follow-ups on the required documentation and mortgage submission process which made my mortgage offer smoothly and stress free. I sincerely take this opportunity to wish every success and remarkable growth to SRC Financial Services, and obviously I would highly recommend their services.
I had an excellent experience with SRC Financial Services! They made the mortgage process incredibly smooth and even assisted with a share-ownership scheme that perfectly suited my needs. Their team is knowledgeable, efficient, and super responsive. I couldn't be happier with their services and highly recommend them for anyone navigating the financial maze. A five-star service without a doubt!
Huge thank you to Jack for arranging our mortgage, sourcing us the best product, keeping an eye on the rates as they lowered and helping us at the very end of the process when our solicitors were incapable. Amazing work as always, nothing was ever too much to ask for, thank you so much, we wouldn’t have moved in without you!
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Future Life Capital is an independent financial adviser based in Basildon, boasting a forward-thinking and comprehensive financial planning approach. The firm is led by directors Trevor Whiting and Oliver Whiting, who are committed to providing an unforgettable experience for clients. Future Life Capital's services encompass advice and guidance on pensions, investments, mortgages, protection, and inheritance tax planning, with additional investment planning services offered to clients nationwide. The team at Future Life Capital is readily available to discuss your options and consistently provides recommendations about the investments in your portfolio throughout the year. With expertise in advising intelligent choices, they understand that each client is unique. Their philosophy centres on taking the time to comprehend your financial aspirations and concerns before providing any advice. Built on trust, transparency, and friendliness principles, Future Life Capital strives to deliver exceptional value to clients. Whether you're planning for retirement, seeking wise investment strategies, purchasing a property, securing life insurance, or engaging in estate planning, they are dedicated to supporting you at every step of your financial journey. Future Life Capital offers various financial services to help clients achieve long-term financial success.
UNIQUE FACTS:
• Free Consultation.
• Honest Independent Financial Advice.
• Expect From a Client And Adviser Relationship.
• Speak to One of Their Experts.
• Face-to-face Meeting.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
FUTURE LIFE CAPITAL REVIEWS
We used Core Financial LLP to secure our first mortgage. Not only professionally taking us through the process, explaining how everything worked but also got us the best deal. We never felt an inconvenience regardless of the question or time of day we contacted Core. So impressed by the service that they now handle my pension and I wouldn't go anywhere else for mortgage advice.
Overall, I really enjoyed my experience with Future Life Capital. They were clear about the process from start to finish and I couldn't fault their service.
So impressed by the service that they now handle my pension and I wouldn't go anywhere else for mortgage advice.
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Paragon Independent Financial Advisers is a company comprised of Independent Financial Advisers, with Steve Skinner and Steven West serving as directors. Functioning as Independent Financial Advisers (IFA), they deliver impartial and personalized advice. The firm has advisors in Essex and North West England, collectively bringing over 200 years of experience in the financial services industry. Paragon Independent Financial Advisers takes pride in providing clients with top-notch financial and mortgage advice. Their team, spread across Essex and North West England, has extensive combined experience in the financial services sector. At Paragon Independent Financial Advisers, the group guides clients through investment, including discussions to understand and establish their attitude toward investment risk. They assist in selecting a strategy that aligns with the client's comfort level. Paragon Independent Financial Advisers specializes in offering independent pension & retirement advice. Whether clients are in the process of building up a pension pot or have already retired and are seeking the best options, the team is equipped to provide valuable assistance.
UNIQUE FACTS:
• Quality Independent Financial Advice.
• Initial Consultation.
• First Class Service.
• Unbiased, Personalised Financial Advice.
• Free Call Back.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
PARAGON INDEPENDENT FINANCIAL ADVISERS REVIEWS
Our experience for over a decade has never been less than 5 stars. Wise advice and guidance regarding all our financial options, large and small together with a friendly personal service tailored to our needs.
We have always received sound financial advice from Paragon over the years. From my dealings with them they have always acted diligently and are patient and thorough in their explanations.
Very helpful advisers and I couldn't have asked for anything better. Highly recommend!
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