Scottish firm SRB Financial Planning (SBR) is the latest addition to Quilter Financial Planning’s network.
SRB, based in Bellshill in Scotland's central belt, has about £250m of AUA and is run by Steve Brough. Quilter said the family‑run firm has three advisers and a six-person support team across paraplanning and client services. It provides holistic financial planning to individuals and business owners. It was founded in 2010 and previously operated as SRB Wealth Management. Quilter Financial Planning managing director Warren Vickers said: "We are delighted to welcome SRB Financial Planning as a new strategic partner firm. Strategic partner firms play an important role within our netw...
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