Kathryn, who joined the wealth management firm in 2013, already holds the position of Senior Financial Planner. An Associate of the Chartered Insurance Institute (ACII) and a member of the Personal Finance Society, Kathryn has a wealth of experience having worked in financial services for over 30 years in a variety of roles with firms including Barclays, Ernst & Young and lastly the wealth management division of Bond Dickinson (now Bond Dickinson Wealth Management).
The role, a new one for Scholes & Brown, will see Kathryn managing all compliance and risk regulations, supporting the Directors and implementing continuous improvement practices throughout.
Philip Brown, Director, said: “As our client base continues to grow, it was clear that we needed someone special to make sure that we are all working efficiently and effectively in the pursuit of excellence. We are delighted that Kathryn has taken on this role.”
And the final word comes from the new Practice Manager herself: “I am thrilled to have been appointed as Practice Manager of Scholes & Brown. I am very much looking forward to my new role and working closely with the Directors and all of the team at Scholes & Brown and be part of the continued growth of the firm”.