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Scholes & Brown Strengthen Their Team

17th Nov 2016
by Ro Duns
Newcastle-based Scholes & Brown Wealth Managers have strengthened their management team recently with the appointment of two new directors.

Bradley Thompson was appointed a director of Scholes & Brown Limited in July 2016 in recognition of his commitment and efforts since his arrival in 2013.

Bradley, who also holds a degree in Accountancy, joined Scholes & Brown Limited in February 2013, from Dickinson Dees Wealth Management (now Bond Dickinson Wealth Limited). During his time at Dickinson Dees, he was a member of a multi-disciplinary team of Solicitors, Accountants and Financial Advisers, and gained experience dealing with complex investment and taxation matters for individuals, trusts and companies.

Bradley also holds Chartered Financial Planner status. The Chartered designation is the most widely accepted gold standard qualification available for professional financial planners with only a small percentage of advisers holding this prestigious title.

David Storey, with over 25 years’ experience as a financial services practitioner, is now a director of Scholes & Brown.

He began his career with Commercial Union but eventually moved on to become an independent financial adviser as he wanted to be able to interact more directly with his clients. David ran his own business from 2006 until July 2016 when he merged his company with Scholes & Brown.

David is delighted to be re-joining his former work colleagues from years gone by and with the greatly increased resources now at his disposal within Scholes & Brown he is confident that he can continue to offer his own clients an even higher level of personal service than he did beforehand.

Philip Brown and Stephen Scholes, who founded the firm in 2003, commented: “Bradley and David both value our core philosophy of building and developing a modern financial planning practice based on traditional values, and their appointment as directors is key to our planning for the longer term growth of the firm.”

Both Bradley and David are fully authorized by the Financial Conduct Authority to provide independent investment and pension advice.

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