History
SRB Financial Planning Ltd (formerly SRB Wealth Management Ltd) was established in 2010 with a clear objective: to provide high-quality, personalised financial advice tailored to each client’s unique circumstances. Since its inception, the firm has grown steadily, adapting to changes in financial markets, regulation, and client needs while maintaining a strong commitment to long-term relationships and trusted advice.
Over the years, SRB Financial Planning Ltd has built a reputation for professionalism, reliability, and a client-first approach. We look forward to continuing to build on this as we embark on our new journey as part of Quilter.
Personnel
SRB Financial Planning Ltd is led by experienced financial professionals who bring a depth of industry knowledge and a strong focus on client outcomes. The team combines technical expertise with a personal approach, ensuring that every client receives advice that is both informed and relevant to their individual goals.
The firm places great importance on ongoing professional development, ensuring that all advisers remain up to date with regulatory requirements, market developments, and best practices. This commitment helps maintain the high standards of service that clients expect and deserve.
Please click here to see the team behind SRB.
Philosophy
At the heart of SRB Financial Planning Ltd is a simple philosophy: financial advice should be clear, transparent, and tailored to the individual. The firm believes that successful wealth management is built on understanding each client’s objectives, values, and long-term aspirations.
Rather than offering one-size-fits-all solutions, SRB focuses on building bespoke strategies designed to adapt over time. Trust, integrity, and consistency underpin every client relationship, with an emphasis on long-term planning rather than short-term gains.
Mission Statement
Our mission is to provide trusted, personalised financial advice that empowers our clients to achieve their long-term goals with confidence.
We are committed to:
- Building lasting relationships based on trust and transparency
- Delivering tailored financial strategies aligned with individual needs
- Maintaining the highest standards of professionalism and integrity
- Supporting clients through every stage of their financial journey
