Skip to content

Quality Advice Quality Service

Show / hide the search form Menu

Summer Staff News

We are delighted to welcome three new faces to the GWA team in Berwick. Dawn Barrett has joined our Administration Team and Joe Findlay and Matthew Taylor have joined our Accounts and Tax teams both as trainee Chartered Accountants.

GWA’s investment in continued staff development has recently seen some excellent exam successes.

In our Wealth Management department Joe O’Brien, Neil Robertson, Madison Smith, Holly Tennant and Charlotte Thomson have completed CII (Chartered Insurance Inst.) qualifications in Financial Planning and Personal Tax and Trust Planning as part of their continued professional development, along with one of our Associates, Stuart Millar who is extending his experience to include the ability to offer independent financial advice.

In our Tax team, Taylor Maphin is completing her CTA (Chartered Inst. Of Taxation) and Chartered Accountancy exams and Amber Thomas is now ATT (Assoc. of Tax Technicians) qualified. Finally, our trainee Chartered Accountants Muna Kala, Michelle Ritchie and Kim Turnbull have completed and passed further modules on their path to becoming fully qualified

Back to News and Events

News and Events

Autumn Budget 2025 – Review

Yesterday, Wednesday 26 November, Chancellor Rachel Reeves delivered her second budget. We have sifted through the details which we feel will be the most significant to our clients, and we hope the following review will be helpful.

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.