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New Defibrillators in Berwick and Haddington Offices

Several members of staff recently undertook First Aid Training Level 3 and as part of this were trained in using a defibrillator.

As a result, we have recently installed a defibrillator in both our Berwick and Haddington offices and there is also one in the Three Counties office in Chester le Street.

All units are accessible to the public (within office hours). We hope they are never used, but with 20 staff in Berwick, two in Haddington and two in Chester le Street trained to do so we are now prepared should any occasion arise.

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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.