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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

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.