As an SRB Wealth Management team member I listen to individuals, business owners, corporate executives and Trustees to understand their needs and aspirations. My role is to work with the paraplanning department and the financial advisers to create a robust financial plan which is both compliant and easy for investor to understand. Graduating from Strathclyde University in 2018 with a degree in Marketing & Finance I had to choose a career path which would be challenging and enjoyable. Starting as a financial administrator at SRB Wealth Management I quickly started my CII journey combined with the enrolment into the St. James’s Place Paraplanning Academy. A year later I obtained my level 4 diploma and was recognised as a qualified St. James’s Place paraplanner. Since, I have overseen the development of several paraplanners.At SRB Wealth our main focus is to build long term relationships and provide clients with financial peace of mind. In order to do this, we: ✔Build and preserve their capital*✔Protect against a number of financial risks ✔Consider their protection, investment, retirement & estate planning needsIf you would like further details on how we can help you or someone you know please message/connect with me on LinkedIn or send me an email at mark.brough@sjpp.co.uk. When I’m not working, you will find me playing golf or out with friends trying the different cuisines Scotland has to offer. SRB Wealth Management Ltd is an Appointed Representative 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 other titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.SJP Approved Mark.brough@sjpp.co.uk07415 428343www.srbwm.co.uk*please note past returns are not an indication of future returns and you may get back less than you invested.