Steve founded SRB Financial Planning in 2010 with a clear focus on delivering long-term financial guidance built around trust, relationships, and personal service. Today, the business supports more than 700 families across West and Central Scotland, helping clients navigate retirement planning, inheritance tax strategies, and broader financial decisions with confidence.
As a Chartered Financial Planner with more than a decade of chartered status, Steve combines technical expertise with a highly personal approach to advising clients through every stage of life.
More recently, Steve led SRB Financial Planning through a strategic realignment with Quilter Financial Planning following extensive due diligence. The move was designed to provide clients with access to a more modern platform, enhanced service standards, and significantly improved cost efficiency.
Outside of work, Steve is a past President of Hamilton Rotary Club and is an active member of Hamilton Golf Club.
