Staff News
Two new Partners, Joseph Findlay and Matthew Taylor were appointed to the Practice on 1 June 2025.
Daniel Bullen and Toby Douglas in our Wealth Team have recently completed their qualifications to become Independent Financial Advisers – congratulations!
Long Service Anniversaries
This July marked 35 years since Partners, Stuart Allister and Colin Frame joined the firm as trainee Chartered Accountants. Shirley Gardiner in our Haddington office celebrates 35 years of service. Within our Admin Team, Nikki Tait has achieved 25 years’ service and Emma Stewart 20 years’. Partner Richard Ayre and Mark Harrison in our Wealth Management team have both clocked up 20 years’ service.
Welcome
As we continue to grow the practice, we have welcomed several new colleagues who bring a wealth of knowledge, expertise and enthusiasm to our offices.
In the spring, Christopher Mather joined us as a Compliance Officer, Adam Hughes as a Graduate Trainee Chartered Accountant, Cara Hogg as Marketing Coordinator and Rebecca Campbell as a Chartered Tax Adviser.
Angel Scott joined in June 2025 as an Accounts Trainee based in our Haddington office.
In July 2025 we welcomed eight new colleagues into our Berwick office, James Williams and Alex Barron join us as Graduate Chartered Accountant Trainees, Ryan Thomas re-joins as an Accounts Technician and Lucy Chalmers started as an Accounts Trainee. Katie Simmonds and Amelia Manners joined us as tax trainees, Moddy Thomas as a VAT and Bookkeeping Technician and Jake Blair as a Chartered Accountant.
Au Revior
David Heppell, Three Counties Director retired in May 2025, we wish him a healthy and happy retirement.
Well Done
Loren Veitch in our Wealth Team is now a Fellow of the Personal Finance Society having obtained the Chartered and now Fellow status of CII qualification.
Callum Ellsbury is now level 4 qualified after passing his R06 exam and Beth Mill-Irving and Tom Opelt are both now ATT qualified.
Congratulations to Hannah Bass, who is receiving ‘The Certificate in Paraplanning prize’ for the best result in the Certificate in Paraplanning for the 2024 examination year.
