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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

Global Markets Performance Update – 2021 Quarter 4

Despite the rapid spread of the new Omicron variant, the final quarter of 2021 was a positive one for those investors with well-diversified portfolios.

COVID-19: Summary of Financial Support Measures – last updated 18 January 2022

This article summarises the current business support measures the UK and Scottish governments, along with other NGBs and organisations have introduced as a result of the COVID-19 outbreak.

GWA Investment Webinar – Make the most of your year end tax reliefs

27 January 2022

‘Tis the Season ….to Get Ready

As we start 2022 we would like to remind you of some important tax deadlines coming up in the early part of the year.