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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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Our Vision

“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.

About us

Royal Border Bridge Berwick

Latest Posts

Market Commentary – 5 December 2025

Stocks had a small dip in November, before recovering back towards their previous highs. The longest US government shutdown in history had a negative effect, before coming to an abrupt end and allowing stocks to rally.

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.