Senior Partner Practice of St. James's Place Wealth Management
Steve is the Principal and founder for SRB Wealth Management, which has been a Partner Practice of St. James’s Place for 10 years. In that time. Steve has grown the Practice from a sole adviser business to a well-established multi-adviser team with full back office support.
Steve and his team provide financial advice to over 1100 clients located throughout west and central Scotland, advising and delivering tailored solutions in specialisms including retirement planning, tax planning, protection and care and mortgage advice.
Away from the office, the former president of Hamilton Rotary Club enjoys spending time with his wife, two children and their 5-year-old Cocker Spaniel, Archie. When he’s not with his friends and family, or in the office, Steve can be found working on his handicap as a member of Hamilton Golf Club.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SRB Wealth Management Ltd is registered in Scotland, Number SC383253. Registered Office: 2 Duncansby Drive, Blantyre, Lanarkshire, G72 0GH, Scotland.