SRB Wealth Management Ltd

SRB Wealth Management Ltd A Senior Partner Practice of St. James's Place Wealth Management.

We focus on achieving and maintaining financial security for our clients at every stage of their life through personalised, holistic, lifestyle financial planning.

You may be wondering whether it is better to save into an ISA or a defined contribution/money purchase pension for your ...
28/03/2024

You may be wondering whether it is better to save into an ISA or a defined contribution/money purchase pension for your retirement. This is particularly important to consider as we approach tax year-end on 5 April.

Read through the factsheet below to learn more.

The Japanese revere the country’s spectacular cherry blossom season as a symbol of new beginnings. In ending eight years...
26/03/2024

The Japanese revere the country’s spectacular cherry blossom season as a symbol of new beginnings. In ending eight years of negative interest rates, the Bank of Japan (BoJ) is hoping its decision heralds a new era for the country’s stagnating economy.

Read more here: https://www.srbwm.co.uk/article/detail/sjpp/weekwatch-25-03-2024.html

On this week's team spotlight, we have our Head of Advisory Jim Cameron. Jim brings more than 30 years of experience to ...
25/03/2024

On this week's team spotlight, we have our Head of Advisory Jim Cameron. Jim brings more than 30 years of experience to his role here at SRB and he is passionate about forging close, meaningful relationships with clients.

🎈 Wishing a very happy birthday to our Paraplanning Team Leader Alan McShane! 🎈 Many happy returns, Alan!
22/03/2024

🎈 Wishing a very happy birthday to our Paraplanning Team Leader Alan McShane! 🎈

Many happy returns, Alan!

Tax year-end is on 5 April, just over two weeks away. This date is also the deadline for making the most of your Capital...
21/03/2024

Tax year-end is on 5 April, just over two weeks away. This date is also the deadline for making the most of your Capital Gains Tax annual exemption.

Read through the factsheet below to find out more.

On this week’s team spotlight, we have Paraplanner Chris Cameron! With his keen eye for detail, Chris provides our finan...
19/03/2024

On this week’s team spotlight, we have Paraplanner Chris Cameron!

With his keen eye for detail, Chris provides our financial advisors with vital support and is currently working towards achieving his diploma in Regulated Financial Planning.

In the UK, the economy grew by an estimated 0.2% in January. The country entered a recession in the second half of last ...
19/03/2024

In the UK, the economy grew by an estimated 0.2% in January. The country entered a recession in the second half of last year, however January’s figures, combined with the extra leap year day in February, means the UK is likely to return to growth for the first Quarter of 2024. The news helped the FTSE 100 increase by 0.9%.

Read more here: https://www.srbwm.co.uk/article/detail/sjpp/weekwatch-18-03-2024.html

Address

Dalserf House, Pochard Way
Bellshill
ML43RA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

Telephone

+441698536064

Website

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