Meet the people behind the advice.

Simon has been helping people make confident financial decisions for almost four decades, having started his career in financial services in 1988. After progressing from Insurance Adviser to Branch Manager with Liverpool Victoria, Simon joined Prudential in 1994, where he spent seven years developing his expertise in pensions and retirement planning. In 2001, he took the leap and founded SRC Financial Services Limited, now comprising SRC Wealth Management and SRC Mortgage Solutions, and he has never looked back. Today, Simon is a Chartered Financial Planner and Fellow of the Personal Finance Society. Although he also serves as a Director of SRC Mortgage Solutions, his real passion remains helping clients plan for and enjoy a secure retirement. For Simon, there is nothing more rewarding than seeing years of careful planning turn into financial confidence and the freedom for clients to enjoy life. When he is not discussing pensions, investments or inheritance tax, Simon can usually be found on the golf course, beside a lake with a fishing rod in hand or braving the open water for a swim. He is married to Jill, is a proud father of two daughters and an even prouder grandfather.

Jack joined SRC in January 2020 and became a Director of SRC Mortgage Solutions in 2024. He holds a First-Class Honours Degree in Sports Science and the Certificate in Mortgage Advice qualification. As a Senior Mortgage Adviser, Jack helps clients with all aspects of their mortgage journey, from buying their first home and moving property through to remortgaging and reviewing their existing mortgage arrangements. He has particular expertise in shared ownership, including new build purchases, resales and staircasing, and is passionate about making what can sometimes feel like a complicated process as straightforward and stress free as possible. Before joining SRC, Jack built a successful career in account management, developing the communication and relationship building skills that now underpin the way he supports his clients. He takes pride in providing honest, practical advice and ensuring clients feel informed and confident at every stage of the process. Football played a significant part in Jack’s younger years. He was on the books of Millwall at youth level and represented Essex County Schools alongside future England captain Harry Kane, before going on to play semi-professional football as an adult. He remains a keen sportsman and still regularly plays five a side football, tennis and cricket. Jack is also a lifelong West Ham United supporter. Outside work, Jack enjoys spending time with his wife and sons. He also has a strong interest in property and has undertaken several renovation projects, giving him practical experience of the opportunities and challenges that come with improving a home.

Josh joined SRC’s mortgage team in 2016 as a trainee mortgage adviser, following a successful 10 year career with NatWest, where he progressed to the role of Senior Personal Banker. After completing his mortgage adviser training in November 2018, Josh continued to build his experience and expertise before becoming a Director of SRC Mortgage Solutions in 2024. He takes pride in providing clear, straightforward advice and supporting clients throughout every stage of the mortgage process. Outside of work, Josh is a keen sports fan. He previously represented both Rochford and Essex at under 16 rugby level and is also a devoted Tottenham Hotspur supporter. He enjoys spending time with his wife, walking their dog, Lottie, playing squash and singing along to his favourite band, Oasis.

Yvette began her career in the publishing and events industry, where she developed a passion for building strong relationships, understanding people’s needs and delivering a genuinely personal service. She later moved into financial services, initially working alongside a mortgage and protection adviser in an administrative role. This gave her valuable insight into the industry and a strong understanding of the important role that protection can play in providing financial security for individuals and families. After completing her adviser qualifications, Yvette began working as a Mortgage and Protection Adviser with Countrywide. During this time, she discovered a particular passion for protection, having seen first-hand how the right cover can provide invaluable reassurance and support when clients and their loved ones need it most. Inspired to specialise in this area, Yvette joined SRC in 2023 as a dedicated Protection Adviser. She takes the time to understand each client’s individual circumstances and provides friendly, approachable advice to help them find suitable protection solutions and achieve greater peace of mind. Outside of work, Yvette enjoys walks by the river, spending time with friends and family, keeping fit and exploring her creative side through songwriting.

Toni joined SRC in 2020 and brings almost 40 years of experience within the mortgage industry, having worked across both mortgage advice and administration roles. Working closely with Jack Avery, Toni is responsible for the day to day management and administration of mortgage applications. Her extensive industry knowledge and experience help ensure that clients are supported throughout the process and that each application progresses as smoothly and efficiently as possible. Outside of work, Toni enjoys spending quality time with her friends and family, eating out, travelling and listening to ABBA.

Nancy joined SRC in 2023, bringing with her considerable experience in financial services, with a particular focus on mortgage administration and case management. Working closely with Josh McIlroy, Nancy is responsible for overseeing the day to day administration of mortgage applications. She supports clients throughout the process, liaises with lenders and other parties, and helps to ensure that each case progresses as smoothly and efficiently as possible. Outside of work, Nancy is a passionate football fan and a devoted Tottenham Hotspur supporter. She also enjoys musical theatre, live comedy and putting her knowledge to the test at quizzes with friends.

Tommy joined SRC in May 2024 as a trainee mortgage adviser, taking his first steps into the mortgage industry. Since joining the team, Tommy has gained valuable experience by supporting the senior advisers, progressing mortgage applications and helping to ensure that clients’ cases move forward as smoothly as possible. In 2026, he successfully completed all of his mortgage adviser examinations and is now progressing towards advising clients on their own mortgage needs. Outside of work, Tommy enjoys playing football and golf and is a keen Arsenal supporter. In his younger years, he also competed in Ju Jitsu at county level.