Greaves West & Ayre grows IFA team

Greaves West & Ayre (GWA) has expanded its wealth management team with the addition of three newly qualified independent financial advisers.

Daniel Bullen, Matthew Brown and Toby Douglas have all completed their qualifications following a period of training and assessment. 

The trio now join the firm’s growing advisory team, offering independent financial advice to clients across the region.

Daniel said: “I am proud to have become an independent financial adviser, something I’ve been working toward since starting my career in financial advice. 

“I really enjoy building relationships with our clients and helping them plan for their financial future. 

“It’s a challenging role, however it’s also incredibly rewarding and I look forward to continuing my journey with GWA.”

Toby added: “I am pleased to become an IFA within GWA and I look forward to maintaining and developing relationships with my clients, aiding in their financial journey to help them achieve their personal goals.”

GWA, headquartered in Berwick, provides a full range of accountancy and financial planning services.

John Coats, partner at GWA, added: “We are thrilled to announce that Daniel, Matthew and Toby are now fully qualified and authorised independent financial advisers. 

“Their appointments brings our wealth management team to eight IFAs, further strengthening the expertise we provide to our clients. 

“It’s an exciting time for the GWA wealth team, as the addition of three new IFAs enhances our ability to pursue ambitious goals and continue delivering the quality advice and quality service we are renowned for.”

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