Founded in 2010 and previously known as SRB Wealth Management, the firm operates with three advisors and a six-person support staff. Principal Steve Brough leads the team, which provides financial planning services to both individual clients and business owners. The rebranding coincides with this partnership, signaling a shift in the firm’s operational trajectory.
SRB Financial Planning Joins Quilter Network
Bellshill-based SRB Financial Planning has transitioned into the Quilter Financial Planning network as a strategic partner firm. The move integrates a family-run business managing approximately £250 million in assets into the FTSE 250 wealth manager’s broader advice infrastructure, marking a significant expansion for both entities in the Scottish market.
Warren Vickers, managing director of Quilter Financial Planning, highlighted the firm’s established presence and local client relationships as core drivers for the recruitment. For Brough, the decision followed a rigorous market review. He noted that the partnership aims to provide clients with an expanded range of financial solutions and access to the resources of a major UK wealth management institution, ensuring stability for long-term client commitments.
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