SRB Wealth Management Revenue

Financial Services • Bellshill, Scotland, United Kingdom • 11-20 Employees

SRB Wealth Management revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Key Contacts at SRB Wealth Management

Steve Brough

Director

Mark Brough Dippfs

Director & Head Of Investments & Client Investment Strategy

Company overview

Headquarters	Dalserf House, Pochard Way, Glasgow, Scotland ML4 3RA, GB
Website	srbwm.co.uk
NAICS	52
SIC	628
Founded	2010
Employees	11-20

SRB Wealth Management Email Formats

SRB Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@sjpp.co.uk), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@sjpp.co.uk	100%

About SRB Wealth Management

SRB Wealth Management Ltd is a Senior Partner Practice of 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. *This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place. 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 08/08/2025

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Senior

Director

Employees by Department

SRB Wealth Management has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

SRB Wealth Management has never raised funding before.

SRB Wealth Management Tech Stack

Discover the technologies and tools that power SRB Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Amazon Web Services

PaaS

reCAPTCHA

Security

Google Tag Manager

Tag managers

TrustArc

Cookie compliance

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

core-js

JavaScript libraries

PWA

Miscellaneous

Google Font API

Font scripts

lit-element

JavaScript libraries

Google Analytics

Analytics

Frequently asked questions

SRB Wealth Management is located in Bellshill, Scotland, GB.

SRB Wealth Management generates an estimated annual revenue of $941,105. This revenue figure reflects the company's market position and business performance in its industry.

SRB Wealth Management has an estimated valuation of $3,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

SRB Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

SRB Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at SRB Wealth Management

Steve Brough

Director

Mark Brough Dippfs

Director & Head Of Investments & Client Investment Strategy

4.8

40,000 users