After completing a degree in accountancy, Bradley Thompson worked at Dickinson Dees Wealth Management (now Bond Dickinson Wealth Limited) where, as a member of a multi-disciplinary team of solicitors, accountants and financial advisers, he gained valuable experience dealing with complex investment and taxation matters for individuals, trusts and companies.
Bradley joined Newcastle-based Scholes & Brown in 2013 and holds chartered financial planner status, which is the most widely accepted gold standard qualification available for professional financial planners, with only around 15 per cent of advisers holding this prestigious title.
His appointment as a director of Scholes & Brown in July 2016 came in recognition of his efforts and his commitment to the privately owned firm.
Bradley comments: “We work as a team here at Scholes & Brown and I look forward to continuing to develop the brand and move the firm forward. It’s extremely important to us to offer independent planning tailored to our clients’ circumstances and future needs and we constantly look to improve our service.”
Philip Brown, director, says: “Bradley values our core philosophy of building and developing a modern financial planning practice based on traditional values, and his appointment as director is key to our planning for the longer term growth of the firm.”
In November 2016, he beat off stiff completion to be named Young Achiever of the Year by the Insurance Institute of Newcastle upon Tyne.
“To win this Award is fantastic! I’m getting a lot of ribbing from the team about being a ‘young’ achiever!” says Bradley.
Scholes & Brown is holding a breakfast event on Wednesday, March 15 where the focus will be on the investment outlook for 2017. The key speaker is James Ashley, head of the Goldman Sachs international market strategy team (part of GSAM’s strategic advisory solutions group) and coming the week after the Budget, it should prove an interesting and thought-provoking event. If you would like to attend this breakfast event at the Crowne Plaza Hotel in Newcastle, please contact Ro Duns: email@example.com
Scholes & Brown