Quilter Financial Planning welcomes SRB Financial Planning as a new strategic partner firm

Quilter Financial Planning, part of FTSE 250 wealth manager Quilter plc, has welcomed SRB Financial Planning to its advice network as a new strategic partner firm.

SRB Financial Planning, based in Bellshill in Scotland’s central belt, has approximately £250 million of assets under advice and is run by Steve Brough. The family‑run firm has three advisers supported by a six-person team across paraplanning and client services, delivering holistic financial planning to individuals and business owners.

The firm, which has recently rebranded from SRB Wealth Management, has built a strong client base since its founding in 2010, with a focus on long‑term financial planning including retirement, investment and inheritance tax advice.

Warren Vickers, Managing Director of Quilter Financial Planning, said:

“We are delighted to welcome SRB Financial Planning as a new strategic partner firm. 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.

“As firms reach this stage of development, having access to a robust platform, a broad investment proposition and operational support becomes increasingly important. Our strategic partner model is designed to provide that infrastructure while enabling firms to retain their identity and continue delivering advice in a way that reflects their values.

“We look forward to supporting Steve and the wider team as they continue to develop the business and deliver for their clients.”

Steve Brough, Principal of SRB Financial Planning, said:

“Choosing a new long-term home for our business and, more importantly, for our clients is the most significant decision we’ve made. We undertook a comprehensive review of the market, carefully assessing a number of potential partners before ultimately selecting Quilter.

“Throughout that process, it became increasingly clear that our clients’ expectations had evolved. 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.

“Joining Quilter allows us to build on the relationships we’ve developed with our clients over many years, while giving them access to a broader range of solutions, a market-leading platform and the reassurance of being supported by one of the UK’s leading wealth management businesses. We’re incredibly excited about the future and look forward to working alongside Quilter to deliver even greater value for our clients in the years ahead.”