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Community and Staff News

Community News – 

We are always delighted to get involved with a wide variety of community events around the local and surrounding areas and this Autumn is no exception.

Four members of our staff ran the Great North Run on 8 September with another two colleagues completing the Macmillan Mighty Hike – Northumberland on 14 – 15 September.

We were delighted to support Glendale Show, Holm Show near Newcastleton and the British Horse Society’s Blair Castle International Horse Trials.

The newly formed Berwick Rangers Junior Lionesses benefitted from some new training kit for the season ahead.

Through our own Staff Community Outreach Initiative, we have supported:

Busy Bees Nursery, nominated by Danielle Campbell

Jed Legion FC, nominated by Chris Brown

Berwick Darts League, nominated by Andrew Blair

Berwick Rangers Juniors Wolves U7s, nominated by Catriona Robertson & James Patterson

In October we continued our annual support of Berwick Literary Festival and the month saw the end of our support of the successful Summer exhibition, Lowry and the Sea at The Granary Gallery.

We are once again supporting the hugely popular Berwick Christmas Loyalty Scheme, managed by Berwick Chamber of Trade. The scheme started on the 28 Oct and runs until the end of the 31 December 2024.

Staff News – 

Associate, William Cleland (Billy) became a Partner of the practice on 1 October; read more here.

As always, we are delighted to welcome new members of staff to our growing team. In August, Rebecca Richmond joined us as Wealth Admin Administrator based at our Three Counties Office. Along with Peter Benson and Joanne Wightman who both joined our Berwick Office as Accounts Technicians.

Matt Brown joined our Wealth Team as a Financial Adviser and Mitchell Tait joined the Tax Team as a Trainee Tax Assistant in October.

Lesley Clark left our HR team in September and Associate Lindsay Dalgliesh left at the end of October. We wish them both all the best for the future!

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News and Events

Congratulations to Hannah Bass.

We are proud to share that Hannah Bass, from our Wealth Department, has been awarded The Certificate in Paraplanning Prize for her exceptional performance in the 2024 examination year.

Pound cost averaging – What’s it all about?

Pound cost averaging is a phrase which is often used in passing by financial advisers. A little, well-known perk often associated with making regular contributions into an investment. But what does it actually mean?

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.