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Staff News

Long Service Anniversaries

Congratulations to Stephanie Hogg in our Berwick office, who marks 20 years’ service with GWA.

Welcome

As our practice continues to expand, we are delighted to welcome several new colleagues to our team. Each brings a wealth of knowledge, fresh expertise, and genuine enthusiasm to our offices. We were delighted to welcome Adam McLachlan to our Three Counties team as an Independent Financial Adviser in September.

In our Berwick office we welcomed Kirsteen Porter to our cleaning team, Louise Roberts as our Group Financial Controller and Demi Simpson and Sarah Mulvey as Wealth Administrators.

Au Revior

Lorraine Little retired at the end of October after 40 years of service. We wish Lorraine a long and happy retirement.

Well Done

Ryan Reilly has achieved his ICAS CA exam qualification and Stephanie Rutherford has gained her ICAEW ACA exam qualification, congratulations to both of them.

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News and Events

Staff News

We welcome new colleagues, congratulate long service and achievements, and wish good luck to a retiring colleague.

Christmas and New Year Office Hours

Our Office opening hours during the festive period are as follows:

Planning for Care in Later Life

Many of us take steps to prepare for retirement – setting aside savings, managing our Inheritance Tax position, or making Wills. Yet one crucial area often gets overlooked: planning for future care needs.

End of Year Tax Planning

You should review your personal and investment situation before the April 2026 deadline to ensure you have made the most of any available allowances and reliefs.