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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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“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.

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Royal Border Bridge Berwick

Latest Posts

The Importance of Diversification

As financial advisers, we often talk about the value of diversification within an investment portfolio. This blog post clearly illustrates the concept of diversification through a striking visual — the quilt chart.

Global Market Commentary – 11 November 2025

Another month, another gain for stock markets. It can’t continue like this forever and there are clear signs of profit-taking in some of the most popular trades. This feels like a test to see whether a renewed bout of “buy-the-dip” behaviour will drive stocks to fresh highs once the US government re-opens.

Berwick Rugby Club Support

We are always proud to support and engage with our local communities, and we're especially pleased to lend a hand to Berwick Rugby Club by providing new post protectors for their pitch.

Global Market Commentary – 7 October 2025

Stocks are at record highs and have now risen for five months in a row. Such a hot streak is quite rare, happening only 11 times since 2009. An artificial intelligence (AI) investment boom is at the heart of the rally.