SRC Financial Services Limited

Reference number: 430562

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When srcwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01268 280096 is, and the other firm that gives it
  • Who else gives the postcode SS13 1SS
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • SRC Wealth Management Trading name
  • S.R.Torry Trading name
  • SRC Mortgage Solutions Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (10 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05399764
Company status
Active
Company type
Private limited company
Incorporated
20 March 2005 (21 years old)
Registered office
Matrix House 12-16, Lionel Road, Canvey Island, SS8 9DE, England
Nature of business
  • Life insurance (SIC 65110)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Robert Torry Director Jan 1965 20 Mar 2005 1 other company
Jill Angela Torry Secretary Not published 20 Mar 2005 –

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
closed down
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Key dates in its history

SRC Financial Services’s history from the FCA register and Companies House, newest first.

Key events (5) All events (13)

2016

6 April 2016

  • Simon Robert Torry took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

1 June 2005

  • Became authorised by the FCA

FCA register

13 May 2005

  • Regulated by the Financial Services Authority from this date

FCA register

20 March 2005

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms connected to SRC Financial Services

Other FCA-listed firms that share a director, phone number or address with SRC Financial Services. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its phone number
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like SRC Financial Services

Other firms of the same type (financial adviser), nearest first.

In Basildon

Paragon Independent LimitedBasildonAuthorisedSound Financial Planning LimitedBasildonAuthorisedGreat Oak Financial Partners LtdBasildonAppointed representativeNicholas CudbillBasildonAppointed representativeTJD Financial Services LtdBasildonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on SRC Financial Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 13 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is SRC Financial Services Limited FCA authorised?
Yes, SRC Financial Services Limited (FRN 430562) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is SRC Financial Services’ phone number and website?
The FCA register lists the phone number 01268 280096 and the website srcwealthmanagement.co.uk for SRC Financial Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is SRC Financial Services a scam or clone?
SRC Financial Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with SRC Financial Services?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about SRC Financial Services to the Financial Ombudsman Service, free of charge.
Who owns SRC Financial Services?
Companies House lists one person with significant control of SRC Financial Services: Mr Simon Robert Torry (75–100% of shares).
Who runs SRC Financial Services?
Companies House lists one director of SRC Financial Services: Simon Robert Torry.
How long has SRC Financial Services been in business?
The company was formed on 20 March 2005, and has held its current FCA authorisation since June 2005.
Does SRC Financial Services use any other names?
It trades as SRC Wealth Management and S.R.Torry. It has previously used the name SRC Mortgage Solutions.

Sources and links

The full report on SRC Financial Services Limited

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