Skip to content

Quality Advice Quality Service

Show / hide the search form Menu

GWA Purchases Three Counties Limited

Following amicable and positive discussions, GWA completed the purchase of the financial and investment management business Three Counties Limited on 2 July 2019.

Three Counties, who are based in Bournmoor near Chester Le Street, County Durham, have been in business over 30 years and offer financial and corporate planning along with investment and wealth management advice. The ethos of Three Counties is very similar to that of GWA.  They take pride in providing a market-leading, robust, client centric service that is underpinned with superb client support.

Although the purchase of Three Counties is a new announcement, our relationship with the firm goes back almost six years when we chose to enhance GWA’s existing expertise with Three Counties portfolio management proficiencies. Over that time we developed a successful working relationship with one of their Directors, Andrew Alexander.

The expanded business means that with offices located in Haddington in East Lothian, Berwick-upon-Tweed and now in County Durham we are able to extend our message of Quality Advice and Quality Service further afield.

The Three Counties team will continue to be based at their current Bournmoor office.  The merger will not result in any changes to personnel or premises for existing GWA staff.

The Partners believe the future of GWA, and more importantly that of our clients, will be stronger with Three Counties as part of our family and look forward to continuing to support you and your business in the future.

Should you have any questions or concerns please do not hesitate to get in touch.

Back to News and Events

News and Events

Partner promotion for Billy Cleland

We are delighted to announce that one of our Associates, William Cleland (Billy), has been promoted to Partner from 1 October 2024.

Global Market Commentary – August

August began with a “flash crash” in Japanese stocks which declined 20% in the course of three trading days, following sharp movements in foreign exchange rates.

Scotland’s Register of Persons Holding a Controlled Interest in Land – Update

On 1 April 2024, criminal penalties for non-compliance with duties under the Register of Persons Holding a Controlled Interest in Land (“RCI”) came into force. We asked one of our professional colleagues, Louise Johnston, a Partner at leading law firm Turcan Connell, to outline the implications.

QUALIS – Performance Update

It is now more than 12 months since the launch of the MGTS Qualis Funds and in terms of both performance and asset growth, they have been a success.