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How we can help you

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

Summer Newsletter 2025

In our Summer newsletter we look at the the implications of 'Making Tax Digital for Income Tax'. We also highlight, 'Why We Are Requesting Your Records Earlier This Year' and touch on the Autumn Budget and planned Rural Seminars further into the year.
In addition we share news of two new Partners and two new Independent Financial Advisers within the practice.

Summer Show Review

The annual agricultural shows across East Lothian, the Borders, and Northumberland offer a great chance to catch up with our clients and associates. We were pleased to support both the Haddington Show and the Border Union Agricultural Show again this summer.

Staff News

We welcome new colleagues, congratulate long service and achievements, and wish good luck to a retiring colleague.

Making Tax Digital for Income Tax

From April 2026 HMRC is introducing a new method for sole traders and landlords to report income and expenses, called ‘Making Tax Digital for Income Tax’.