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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

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.

Berwick Rugby Club Support

We are always proud to support and engage with our local communities, and we're especially pleased to lend a hand to Berwick Rugby Club by providing new post protectors for their pitch.

Global Market Commentary – 7 October 2025

Stocks are at record highs and have now risen for five months in a row. Such a hot streak is quite rare, happening only 11 times since 2009. An artificial intelligence (AI) investment boom is at the heart of the rally.