About this Event
We are delighted to invite you to the SRB Financial Planning Relaunch Event as we celebrate the next chapter of SRB Financial Planning and our new partnership with Quilter Financial Planning & Quilter Cheviot.
Following our recent webinar, this event provides an opportunity to bring clients, families and friends together, meet the SRB team and hear from senior members of the Quilter Cheviot team.
The Evening
Introduction – Steve Brough
Principal, SRB Financial Planning
Steve will open the evening with an update on SRB Financial Planning, our journey to Quilter and our plans for the future.
Markets – David Butler
Head of Distribution, Quilter Cheviot
David has more than 30 years' experience across financial services, asset management and wealth management. He joined Quilter Cheviot in 2012 and has held a number of senior leadership positions, becoming Head of Distribution in 2020.
David leads the strategy and teams supporting financial advisers across the UK and Northern Ireland, with a focus on investment expertise, adviser support and industry insight.
David will provide an insight into the current investment and market environment, helping to put recent market developments into context.
Pensions & Inheritance Tax – Robbie Hefferman
Technical Training Manager, Quilter Cheviot
Robbie has more than 25 years' experience in the financial services industry, working across both large financial institutions and smaller independent firms.
His role at Quilter Cheviot is focused on simplifying complex technical subjects and sharing knowledge around the issues that can have a significant impact on wealth management. He works alongside investment managers, financial planners and legal and tax professionals to help navigate challenging client scenarios.
Robbie will explore key considerations around pensions and inheritance tax, providing useful insight into some of the issues that are increasingly important when planning and managing wealth.
We hope you can join us as we mark this exciting new chapter for SRB Financial Planning.
Please RSVP via Eventbrite to confirm your attendance.
We look forward to welcoming you on 1 October 2026.
Agenda
🕑: 06:00 PM - 06:30 PM
Welcome Drinks & Arrival
🕑: 06:30 PM - 06:45 PM
Welcome & Introduction
🕑: 06:50 PM - 07:20 PM
Session One
🕑: 07:30 PM - 08:00 PM
Finger Buffet & Drinks
🕑: 08:05 PM - 08:35 PM
Session Two
🕑: 08:40 PM - 09:00 PM
Closing Remarks & Final Drinks
🕑: 09:00 PM - 09:00 PM
Event Close
Event venue & nearby stays
The Tall Ship Glenlee, 150 Pointhouse Place, Glasgow, United Kingdom
Concerts, fests, parties, meetups — all the happenings, one place.