Established in 2003, the firm is run with a partnership culture. We are based in Newcastle-upon-Tyne and have clients spread throughout the United Kingdom. Since our foundation in 2003, our philosophy has been built upon two founding principles of sound advice and first-class personal service. We strive to align our interests with those of our clients through controlled growth, co-investment and a transparent fee structure.
Our highly respected and well established team of advisers are experts in meeting clients needs, now and in the future.
Our highly respected and well established team of advisers are experts in meeting clients needs, now and in the future.
Services
Personal financial planning aims to help you realise as many of your goals and objectives as possible. A comfortable retirement requires careful planning. On average the period of time spent in retirement can represent a third of a lifetime and, with life expectancy increasing, being well prepared has never been more important.
Our aim is to protect and grow the real wealth of our clients over the long term, whilst shielding them from the panic and stress that come with market crashes. We operate without the constraints - and excuses - that come with trying to match or mimic the performance of market benchmarks. We simply try to combine good investment returns with first class administration and clear reporting.
A comfortable retirement requires careful planning. On average the period of time spent in retirement can represent a third of a lifetime and, with life expectancy increasing, being well prepared has never been more important.
Whether you are in the early stages of saving, contemplating your retirement, or already in receipt of a retirement income, Scholes & Brown can help to guide you through the multitude of options to ensure you can not only maximise the tax benefits but also choose the most suitable (and profitable!) investments for you.Selecting the correct type of pension and investment strategy is crucial to being able to meet your objectives and goals.
Whether you are in the early stages of saving, contemplating your retirement, or already in receipt of a retirement income, Scholes & Brown can help to guide you through the multitude of options to ensure you can not only maximise the tax benefits but also choose the most suitable (and profitable!) investments for you.Selecting the correct type of pension and investment strategy is crucial to being able to meet your objectives and goals.
Scholes & Brown provides business owners with corporate financial planning advice in addition to looking after their own personal finances. We work in conjunction with your company's other professional advisers, including your Accountants and Solicitors, and ensure that our clients receive a coherent and comprehensive solution to their business needs.
We meet together to discuss your personal circumstances and your current financial situation. We'll go into detail so that we can draw up a complete picture of where we are now, and where we want to arrive. We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our plan.
Reviews
Be the first to review Scholes & Brown.
Write a Review
