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Wealth Management

We believe in the personal approach. No matter what your size, your plans and aspirations we will always treat you and your funds with great respect.

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“Quality Advice Quality Service”

These words lie at the heart of what we stand for. We share a sense of pride in always providing Quality Advice and Quality Service. If you choose to work with us you’ll find our reputation is founded on traditional, professional values and a commitment to create real value for each of our clients.

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Royal Border Bridge Berwick

Updates

Latest Posts

Salary sacrifice and the minimum wage

Further to our recent article on the National Minimum Wage (NMW) increases on 7 March 2024 – read…

Global Market Commentary – March 2024

STOCKS BEGIN TO MOTOR -
In June 2023 we asked whether a new bull market had begun. Nine months later, we have our answer. The MSCI World index moved to new all-time highs in February. The US and Japanese stock markets have led the way, while others are yet to catch up - including the UK’s.

Spring Budget 2024 – Highlights

Yesterday, Jeremy Hunt gave what could be the Conservative Party’s last Budget before a General Election and possibly his last as Chancellor of the Exchequer. He claimed the Spring Budget 2024 aimed to halve inflation, reduce debt and grow the economy.

National Minimum Wage increase 

All employers need to be aware that the National Living Wage (NLW) and National Minimum Wage (NMW) rates are increasing on 1‌‌‌ ‌‌April 2024. In addition, the National Living Wage will be extended to workers aged 21 and over (previously only for age 23 and over).