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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

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News and Events

Funds raised for the Great North Air Ambulance Service

On Monday 14 January 2025 we welcomed Kate Barker from the Great North Air Ambulance Service (GNAAS) to our…

Online card payment processing operational

Our online card payment function is now fully operational again.

Global Market Commentary – New Year’s Review

We are at a point in time where US stocks are dominating all others, in terms of both their outright size and the strength of their returns. In 2024, the MSCI USA index gained 24.6%, almost double the 12.4% return achieved by the rest of the world (MSCI World ex-USA). However, 2025 does bring a mixed outlook for unemployment and inflation, in the US and elsewhere, therefore it will be interesting to see if investment returns can remain so strong in the coming year.

Successful Autumn Rural Seminars

Greaves West & Ayre recently held two successful and well-attended Port Budget Rural Seminars.