Business

Yesterday, Wednesday 26 November, Chancellor Rachel Reeves delivered her second budget. We have sifted through the details which we feel will be the most significant to our clients, and we hope the following review will be helpful.

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 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?

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.

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.

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.

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.

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.

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

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

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.

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.