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GWA Staff and Community News – Winter 2020

Appointments and Work Anniversaries

We have a new and a not-so-new addition to our Berwick office. We are pleased to welcome David Simpson to our growing Wealth Management department. David joined us in November as Business Development Consultant, adding strength to our existing team which provides our clients with expert financial advice. We also welcome back a familiar face, Vanda Martin, who returns to our Marketing team.

We would like to congratulate Sharon Easton on achieving 10 years of service.

Community News

What with one thing and another, we have had less opportunities during 2020 to contribute to  events and causes that are close to the hearts of our staff and clients. We were pleased though to be able to donate to the following local causes though our Staff Community Support  Initiative: Dunbar Hockey Club Juniors was nominated by Julie Adams, the Space to Grow Mental Health Growing Project was put forward by staff member and project volunteer Jacqui  Bates and Steven Burns nominated Duns Football Club.

We have also been able to support the Berwick Literary Festival and help with the production of Haddington Pipe Band’s 2021 Calendar. Most recently we have tried to encourage local Berwick businesses, many of whom are our clients, by contributing to the Berwick Christmas Voucher  scheme organised by Berwick Chamber of Trade, the Christmas lights provided by Berwick Rotary and also had some fun taking part in the Berwick Advent Windows.

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News and Events

Congratulations to Hannah Bass.

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 – What’s it all about?

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?

The Importance of Diversification

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.

Global Market Commentary – 11 November 2025

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.