About us

As a Senior Partner Practice of the prestigious St. James's Place Wealth Management, my focus is achieving and maintaining financial security for my clients.

I understand that planning for a secure future whether for yourself, your family or your business, is full of some of the most important and possibly most challenging decisions you will have to make. Sometimes, these important plans do not get the attention they may require and in some cases may get “put off” all together. Working with a qualified, knowledgeable and experienced adviser is the key to building a long term strong financial plan. I insist on working face-to-face with all of my clients, which enables me to get to know them on a personal level and understand their current situation in detail. This ultimately enables me to offer them the assistance to plan to achieve their short and long term financial goals.

If there are changes in your circumstances; such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial. It is also useful to regularly review your financial situation to take advantage of any developments in legislation and tax law.


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Testimonials

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We recently decided to put all our investments under one roof. We were feeling that none of our pension providers were looking after us - with little or no reviews. Performance was down. This was not an easy decision to make but we are absolutely delighted now that we have moved everything to St...
Paul Skrgatic and Michael Worobec |Boutique Hotel Owner/Artist, Edinburgh
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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.