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...
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