Quilter adds SRB Financial Planning to advice network

Quilter adds SRB Financial Planning to advice network

Quilter has added Bellshill-based SRB Financial Planning to its advice network as a strategic partner firm.

The family-run company was founded in 2010 and has approximately £250m in assets under advice.

Headed by principal Steve Brough, it has three advisers supported by a six-person team across paraplanning and client services.

He said the firm, which was recently rebranded from SRB Wealth Management, had “undertaken a comprehensive review of the market” before selecting Quilter as a partner.

“Throughout that process, it became increasingly clear that our clients’ expectations had evolved,” he told FT Adviser.

“We wanted a proposition that offered flexibility, high-quality investment solutions, modern technology, excellent operational support and a brand that complemented the personalised, client-centric advice the team and I are committed to delivering.”

Warren Vickers, managing director of Quilter Financial Planning, said: “Strategic partner firms play an important role within our network, combining strong local client relationships with the ambition and capability to grow their business further.

“SRB Financial Planning is a well-established, family-run business that has built long-standing relationships with its clients.

“That continuity, alongside a clear focus on delivering high-quality financial planning, is exactly what we look for in firms joining our network.”

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