Our Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

  • Stephen Scholes - Director

    Stephen Scholes LL.B (Hons), Barrister, CFPTM, Chartered MCSI is a Director of Scholes & Storey Limited. Having graduated in Law, he was called to the Bar before embarking on a career as a tax and trust adviser for large institutions in the City of London. Stephen is a Certified Financial PlannerTM and specialises in retirement and investment planning.  
    Stephen is a technical adviser who takes great care to present complex matters with clarity, so that clients understand the issues and appreciate the solution.
    Out of the office Stephen hangs out in his garden shed and grows competition leeks.

    0191 640 3575
  • David Storey - Director

    David is a Director of Scholes & Storey Limited and a lifelong financial services practitioner with over 25 years’ experience. He began his career with Commercial Union where he learned how not to turn a drama into a crisis. He left to become an independent financial adviser as, being a people person, he wanted more direct contact with clients. David’s unique selling point is that he has such a strong desire to make sure all his clients receive the best possible advice at all times. His attention to detail, openness and accountability are fundamental to what we do here.
    David ran his own business from 2006 until 2016 when he joined Stephen.
    Out of the office, David has a passion for board games, an interest in the world of art and is an avid follower of the Whitley Warriors Ice Hockey Team.


    0191 640 3575
  • Lynne Carroll - Senior Financial Planner

    Lynne joined Commercial Union (now Aviva) straight from school and has been in the financial services industry all her working life. She is Diploma qualified with the Chartered Insurance Institute (CII) and also holds several Financial Planning qualifications with the Personal Finance Society.
    Lynne has developed a close understanding of the many aspects of financial advice, being dedicated to providing a friendly and personal service to clients. After leaving Commercial Union, she worked at national firms of IFAs, before joining Stephen in 2006.
    Out of the office, Lynne loves to travel and enjoys exploring other cultures. She has been known to dabble in arts and crafts and is an avid reader.

    0191 640 3575
  • Allison Spragg - Financial Planner

    Allison went into the estate agency business on leaving school and has worked in financial services since 1995 in a variety of roles within regional IFA firms. During this time she has progressed from an administrator to a planner whilst accumulating Chartered Insurance Institute qualifications along the way.

    Allison joined Scholes & Storey in May 2018 as a Planner, a role in which she has made an immediate and effective contribution to the firm.

    Out of the office Allison enjoys keep fit and reading.

    0191 640 3575
  • Kathryn Redpath - Financial Planner

    Kathryn joined Scholes & Storey in October 2018 as a Financial Planner having previously worked with Stephen for several years.  She has a wealth of experience having worked in financial services for over 30 years in a variety of roles.  She gained her knowledge and skills from working at interrnational, national and regional firms including Barclays, Royal Sun Alliance and Ernst & Young and the wealth management division of Bond Dickinson (now Womble Bond Dickinson).  

    Kathryn is an Associate of the Chartered Insurance Institute (ACII) and holds a Diploma from the Personal Finance Society (DipPFS).

    Outside of work, Kathryn enjoys a variety of interests including Pilates, reading, cooking, red wine and walking when she is often accompanied by her dachshund dog.

    0191 640 3575
  • Heather Lok - Administrator

    Shortly after graduating from the University of Sunderland in 2005, Heather moved to the Midlands and has worked for local IFA firms based in Coventry and Leamington Spa in various roles.  Before moving back to the North East in 2017, she also spent over 2 years living in Hong Kong. Heather joined Scholes & Storey in February 2018 as an administrator and hopes to gain further industry qualifications and develop a career in Paraplanning.

    Outside of the office, Heather enjoys Zumba and spending time with family and friends.

    0191 640 3575


Company address: Scholes & Storey Ltd, Broadacre House, Market Street, Newcastle upon Tyne, NE1 6HQ

T: 0191 6403575 E: advice@scholesstorey.co.uk

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Scholes & Storey Ltd which is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services register (www.fca.org.uk/register) under reference 149826.

Scholes & Storey Ltd is a company registered in England and Wales under reference 10555716   -   Registered office address: Broadacre House, Market Street, Newcastle upon Tyne, NE1 6HQ