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Webinar – Will I have enough money in my retirement?

23 September 2021

Pension Scams Becoming More Widespread

Do you think you would be able to spot the signs of a pension scam? Pension scams are on the rise but there are simple precautions you can take to keep safe.

Global Markets Performance Update – Quarter 2 2021

Overall, the last quarter was pleasing for investors and the economic picture remained rosy. Successful vaccination roll-outs in many…

GWA and Three Counties Ltd Update

In July 2019 Greaves West & Ayre purchased Three Counties Ltd, a financial services and investment management company based in Bournmoor County Durham. Two years and a global pandemic on, we thought it was time to check how things were going.

Webinar Recording: How to protect your investments for your family and those you love.

14 July 2021

Global Markets Performance Update – 2021 Quarter 1

During a year like no other, we are feeling quite buoyed by how we managed our operations during 2020….

Could a “Family Investment Company” be part of your family’s portfolio?

For a long time, Family Investment Companies have been the preserve of the very wealthy. But, even for those…

Year End Tax Planning Opportunities

Monday 5 April, which marks the end of the 2020/21 tax year, is fast approaching – and what a…

GWA Recognised in FTAdviser’ s Top 100 Financial Advisers List

We are delighted to announce that Greaves West & Ayre has been listed in the top 30 of Financial…

Global Markets Performance Update – Quarter 4 2020

Overview Global equity markets continued to rally Value stocks had their best quarter since 2009 The impact…

Global Markets Performance Update – Quarter 3 2020

Overview Global equities rallied over the quarter, led by strong returns from the US and emerging Asia….

Old Mutual Wealth – Technology Upgrade

We would like to make our Wealth Management clients aware that the Old Mutual Wealth Platform is being upgraded…