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GWA Staff and Community News Summer 2021

Community News

As things slowly return to what feels more like normal, we are glad to have had a few more opportunities to support our clients, communities and friends.

External spaces have become more important than ever as we continue to meet with groups of friends outdoors. Therefore we have done our bit in keeping Haddington town centre look its best by contributing to the Blooming Haddington initiative which provides hanging baskets and containers of flowers We also continue our sponsorship of Duns, Minto, The Glen and Magdalen Fields Golf Clubs. Although Berwickshire Point to Point was cancelled this year once again due to COVID-19 restrictions, we were pleased to help with some of their ongoing costs.

Lastly, we are looking forward to sponsoring the Berwickshire Charity Truck Run on 17th July, a fantastic local project to raise funds for the Margaret Kerr Unit and Macmillan Cancer.

Staff News

Some of our colleagues have been very productive during the latest lockdown! We congratulate Neil Robertson from our Wealth Management team who has passed all his exams to become a Chartered Financial Adviser and also Joseph Findlay who has become CII L4 Diploma qualified.

Danielle Campbell and Sharon Easton are celebrating very different achievements: Danielle and her husband Ed have had a son, Freddie, while Sharon and partner Peter have had a little girl, Isla. We send warm wishes and congratulations to both families. 

Maintaining business as usual over the last 15 months has been one of the biggest challenges in GWA’s long history. Our staff and systems have been thoroughly tested and we are proud to have delivered a consistently high level of service to all of our clients throughout the pandemic. Not only that, we have refined our systems and processes and believe that we are in an even stronger  position going forward.

Our people are our most important asset and we are committed to employing the best individuals at all levels to enable us to provide a market-leading service to our clients. We are pleased  therefore to introduce our latest members of staff: Hannah Bass, Toby Douglas and Emma Gaston have all joined our Wealth Management team as paraplanners and, over the coming weeks, we  will be welcoming Isabella Seale and William Crossman onto our Graduate Trainee programme as well as Richard Kirkham as Compliance Officer.

Back to News and Events

News and Events

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We are delighted to announce that Kenny Boyd has achieved the status of Chartered Financial Planner within our Wealth Management team.