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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

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.