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Wealth Management

We believe in the personal approach. No matter what your size, your plans and aspirations we will always treat you and your funds with great respect.

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Our Vision

“Quality Advice Quality Service”

These words lie at the heart of what we stand for. We share a sense of pride in always providing Quality Advice and Quality Service. If you choose to work with us you’ll find our reputation is founded on traditional, professional values and a commitment to create real value for each of our clients.

About us

Royal Border Bridge Berwick

Updates

Latest Posts

Understanding the new childcare allowances – update September 2025

Free Childcare Just Got Better – The Latest Update for Working Parents
Further to our blog post, 'understanding the new childcare allowance' back in September 2023 we have updated our article following the role out of these changes on 1 September 2025.

State Pension Payments Prediction

State Pension Payments Predicted to Rise by over £550 next year. The state pension is expected to rise in April…

Global Market Commentary – 4 September 2025

August followed a familiar path with stocks rising for the fourth month in a row. A number of factors are supporting the market, including interest rate cuts from the US and UK, a massive increase in US fiscal stimulus through President Trump’s “big, beautiful bill” and a significant decline in the value of the US dollar

Privacy Policy & Data Retention

Our Privacy Policy notice provides details of the personal data we collect from you, what we do with it,…