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.
Professional Adviser Awards 2024 Winners:
Best Financial Advice Firm in Scotland & NI
Best Financial Advice Firm to work for in the UK
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.
Keeping you informed.
In a Budget with few big surprises, an increase to the corporation tax levied on the banking sector had been widely predicted. However, the extent of the potential increase and the subsequent impact on markets was being closely followed by many. In the end, the increase was much lower than many feared and it will […]
Read this article about 2026 Autumn Budget: A temporary tax rise for banks
At a glance The £20,000 limit for cash ISA savings will remain the same for all savers. Savers and investors will be relieved at the lack of changes to CGT or the pension tax-free lump sum. Financial advice can help people navigate Budget changes and avoid acting on rumours and speculation. Households, families and business […]
Read this article about 2026 Autumn Budget: What hasn’t changed?
Chancellor John Healey’s Autumn Budget on Wednesday (28 October) contained few major surprises. But that doesn’t mean changes are not ahead. The government will be relying on measures announced in previous budgets to increase tax revenues and it’s worth investors being aware of what is coming down the line. As Claire Trott, head of advice […]
Read this article about 2026 Autumn Budget aftermath: What is changing?Our 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
Third Floor, Suite 3A1, Metropolitan House, 31-33 High Street,
Inverness,
IV1 1HT
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: [email protected]