It’s been quite the year at Global Advice Group, with our team working hard to bring you excellent financial planning services at all times.
We’ve expanded our offices and our team, upgraded our systems, completed a successful audit, and worked with hundreds of clients on their financial planning and strategy.
Here’s our round-up of 2025, and we’re looking forward to seeing you in 2026!
Our offices
We started the year with two offices and are ending the year with three.
Our new Staffordshire branch has opened in Cannock, with two team members on hand to meet clients there. Plus, we’ve continued to run our operations from our Musselburgh Eskmills head office and our Borders branch at Tweed Horizons.
Our team
We’re aiming to have more qualified advisers on our team in the coming years, and this year we’ve supported four members with their exam preparation.
Plus, our director, Beverley Riddell, has had some good news; she’s now a Chartered financial planner! This involved taking 16 exams, which means Beverley brings the highest standard of expertise and experience to our clients.
Our clients
We’re so happy to have you with us and have welcomed a steady stream of clients over the course of the year, completing an amazing 526 client meetings! High-quality service is always a top priority, so we make sure to only take on new clients when we have the right capacity.
Our systems
We’re always working to make sure our systems are up to date and supporting us in our day-to-day work. With this in mind, we’ve made significant developments to our bespoke back-office system, helping us to streamline our internal processes and improve task management.
This system shows us exactly what we have to do at any time. At the time of writing, we have a total of 566 upcoming tasks to complete before we finish up for the year!
Our compliance
We successfully completed a full audit over the summer, with near-perfect results. This is a fantastic achievement for the team, and means you can rest assured that we’re fully compliant when you work with us.
Our projects and technology
All our laptops have now been upgraded, so they can support advanced technology requirements. We’ve also embedded an AI meeting notetaker, relieving our advisers of administrative tasks and giving them more time to focus on you.
We also hope you like our regular monthly newsletters!
Our client focus
Much of our work through 2025 centred on budget reforms. In particular, this was about addressing the impact of upcoming changes to Inheritance Tax (IHT) rules.
From 6 April 2027, any unused pensions will be included in an estate for IHT purposes, so we’ve been working on estate planning with clients who may be having to consider IHT for the first time.
Get in touch
If you’d like to talk to us about any aspect of financial planning, please get in touch by emailing enquiries@gag-ltd.com or calling 0131 363 0090.
Please note
This article is for general information only and does not constitute advice. The information is aimed at retail clients only.
All information is correct at the time of writing and is subject to change in the future.