Evelyn Partners adds Newcastle-based Scholes & Brown team

Second firm joining its Newcastle office

Ayesha Venkataraman
clock • 3 min read

Evelyn Partners, the wealth management and professional services group created from the merger of Tilney and Smith & Williamson in June 2022, has revealed that a team from chartered financial planning firm Scholes & Brown is to join its Newcastle office.

Scholes & Brown directors Philip Brown and Bradley Thompson, along with four other staff bringing financial planning and administration experience, joins Evelyn Partners' Newcastle office through the group's succession programme. The scheme, which was launched by Evelyn Partners in late 2021, gives financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a wealth management proposition. The Scholes & Brown team, which is currently based in Newcastle, has provided financial planning and investment management services to personal an...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Farmers' groups clash with Treasury over inheritance tax reform

Farmers' groups clash with Treasury over inheritance tax reform

Industry leaders express frustration as Treasury officials reject proposals

Sahar Nazir
clock 19 February 2025 • 2 min read
Inflationary pressures 'far from tamed' as CPI comes in higher than expected at 3%

Inflationary pressures 'far from tamed' as CPI comes in higher than expected at 3%

Highest figure since March 2024

Linus Uhlig
clock 19 February 2025 • 2 min read
Former Titan Wealth employee jailed for harassment and holding confidential data

Former Titan Wealth employee jailed for harassment and holding confidential data

Marian Okunola had been given suspended sentence but now faces prison over court orders breach

Sahar Nazir
clock 18 February 2025 • 3 min read