We take a holistic approach to planning your financial future. This means we look at the bigger picture and match our service to your situation, offering every aspect of financial planning as required. From investment planning and tax planning to preparing for retirement, our solutions are designed to put your financial security first.
Helping individuals and families achieve their goals and plan their financial future.
FOR BUSINESSES & PROFESSIONALS
Helping business owners to grow and protect their businesses.
Best Adviser Firm in the UK
Best Practice Adviser Awards 2022
Professional Adviser Awards 2023 Finalists:
Adviser Firm of the Year Scotland & Northern Ireland
Young Achiever of the Year
Best Adviser Website
Best Adviser firm for vulnerable Client Care
Our commitment to you. The Chartered Insurance Institute awarded us Corporate Chartered Status, the “gold standard” qualification for professional financial planners and advisers in the UK.
Only the most experienced and qualified financial planning firms satisfy the rigorous and demanding qualification criteria set by the CII to achieve Chartered Status. So when you choose us you can be sure we always put you and your needs first.
Our people are the beating heart of everything we do. We’re passionate and knowledge-hungry; pioneers and forward-planners; people-focused and goal-driven; perfectionists and go-the-extra-milers.
Here at Tweed Wealth Management we’re focused firmly on the future – for our clients, for our team, for our business. But there’s also value in reflecting on the past and learning from our experiences. So let us tell you the Tweed story.
It’s been a busy couple of months here at Tweed Wealth Management, from introducing new members to the team to charity challenges – so sit back, relax and continue reading to discover what we’ve been up to…
Keeping you informed.
At a glance Saving a nest egg can give your children a great start in life – and it can help the financial wellbeing of your whole family. The longer you contribute for, the more your children may benefit, and there are lots of ways to save. A financial adviser can help you choose the […]
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At a glance Before you increase your selling price, understand your product’s value proposition, market and customer base. Choose pricing strategies such as dynamic or value-based pricing over cost or competitor-based methods to mitigate negative impacts. Communicate price increases transparently to customers, providing reasons and adding value to the product or service to maintain trust […]
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Thomas Farquhar and his co-founder Simon Roberts have taken on a huge challenge and need to move hard and fast. They started Heatio in April 2022, aiming to help UK homeowners improve energy efficiency by up to 60% by using the latest technology. Heatio’s Flexx platform combines sensors, smart-meter data, artificial intelligence and home-energy modelling […]
Read MoreOur team is here for you, whether you’ve been a client for as long as you can remember or you’re stepping through our door for the first time. We’re always happy to help, and can’t wait to hear from you.
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Edinburgh
Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ
T: 0131 510 8610
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Inverness
7 Connel Court, Ardconnel Street,
Inverness,
IV2 3EY
T: 01463 221 221
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Inverness
Macleod & Maccallum
25 Queensgate,
Inverness,
IV1 1DG
T: 01463 258058
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London
Number 33,
St. James's Square
London,
SW1Y 4JS
T: 0131 510 8610
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Email us: tweed.wealth@sjpp.co.uk