Scottish central belt-based SRB Financial Planning has joined adviser network Quilter Financial Planning as a strategic partner firm.
SRB, run by Steve Brough, is based in Bellshill with three advisers supported by a six-person team across Paraplanning and client services.
The firm provides holistic Financial Planning to individuals and business owners with £250m in assets under advice.
Founded in 2010, the firm recently rebranded from SRB Wealth Management.
It has a focus on long-term Financial Planning, retirement, investment and inheritance tax advice.
The firm undertook a review of a number of potential networks before selecting Quilter.
Steve Brough, principal of SRB Financial Planning, said: “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.”
The Quilter Financial Planning network currently supports around 1,000 independent advisers.
Warren Vickers, managing director of Quilter Financial Planning, said: “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.”
Core net inflows passed £3bn for the first time (£3.1bn) for wealth manager Quilter in the first quarter, a rise of 35% year-on-year, but were largely offset by market movements due to geopolitical events.
Group assets under management and administration were £141.9bn at 31 March 2026, a slight rise from the £131.2bn as at 31 December 2025.
The latest financial results follow a return to profit for Quilter in 2025, when it reported an IFRS profit after tax of £120m for 2025, following a loss of £34m in 2024.