Quilter Financial Planning adds SRB Financial Planning to advice network

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

Scotland-based SRB Financial Planning, which recently rebranded from SRB Wealth Management, has around £250m of assets under advice and is run by Steve Brough.

The firm has three advisers supported by a six-person team across paraplanning and client services, providing holistic financial planning to individuals and business owners.

It was founded in 2010 and focuses on long‑term financial planning including retirement, investment, and inheritance tax advice.

Quilter Financial Planning managing director, Warren Vickers, said the firm was delighted to welcome SRB Financial Planning as a new partner firm, adding that strategic partner firms played an important role in the network by combining local client relationships with the ambition and capability to grow their businesses.

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

“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.”

SRB Financial Planning principal, Steve Brough, commented: "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."

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