SRB Wealth Management Ltd
Financial ServicesView the employees at
SRB Wealth Management Ltd-
Emily Campbell On a career break
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Top 10%
Steve Brough FPFS Chartered Financial Planner, Director of SRB Wealth Management, Senior Partner Practice of St. James's Place Wealth Management-
Top 5%
Jacqueline Keith Private Client Specialist. Passionate about delivering outstanding client services and building/sustaining positive professional relationships.-
Glasgow, Scotland, United Kingdom
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Rising Star
Louise Kane Client Services Specialist at SRB Wealth Management Ltd-
Rising Star
Louise Kane Client service specialist at SRB WEALTH MANAGEMENT LTD.-
United Kingdom
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Rising Star
Overview
SRB Wealth Management Ltd is a Senior Partner Practice of FTSE 100 company, St. James’s Place Wealth Management. One of the UK's largest wealth managers. Our team of advisers, paraplanners and client service specialists are here to support you in a wide range of personal and commercial financial planning matters, including: Specialist in Long Term Care planning, organising care funding and supporting family members. Inheritance Tax Planning Investment Planning Retirement Planning, Annuity Services, Drawdown SIPPs. Protection - Personal or business The value of your investment can go down as well as up. You could get back less than you invested. SRB Wealth Management Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives SJP Approved 23/08/2023
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