Invested in you...

Ali BW

Our ambition, our people and our drive, invested in you.

Tweed Wealth has come a long way since Chris and I started it in 2014.

We have expanded carefully – always seeking out the best opportunities to help us better serve our clients.

A key reason for our success is that our hunger and ambition has always matched that of our customers. We’ve championed leaders, innovators and other entrepreneurs by promoting our values of ambition, drive and dependability.

At the same time, I know that this would count for little if we didn’t have the right people to help us push forwards.

My role at Tweed centres on making sure we have the right team and the right culture in place to help our clients meet their financial goals.

We’ve invested a significant amount of time and money in recruitment and development.

In practice, this means that I’m constantly looking out for inspiring individuals, people that have achieved success in another field and anyone with the right mindset for growth.

I also spend a lot of time on the Tweed Wealth Management Academy, which is another key source of our strength.

An exclusive training program, the academy takes a talented few and – through a combination of work and study – instils in them a passion and drive to achieve.

We’ve managed to keep the Tweed Academy outside the mainstream of the financial planning world, which has allowed us to attract people with fresh expertise to an industry that would be poorer without them.

Tweed is going through more exciting changes at the moment. Now more than ever it’s crucial that we work together to maintain the trust of all of our clients – new and old.

Find out more about careers with Tweed here.

Insights
Portrait Of Beautiful African American Woman Smiling And Looking Away
When finances change overnight: inheritance, divorce and new responsibilities

At a glance Many women will become recipients of large sums through bereavement and divorce over the next few decades. A robust network will provide emotional and financial support during difficult times. If you receive a large sum, don’t rush into making any decisions about what to do with it. Losing a partner, a parent, […]

Read More
Insights
London  The Parliament Under The English Sky
A new prime minister – and a week of announcements

Andy Burnham’s first week as the new UK prime minister saw a raft of announcements. These included exempting those whose only income is the state pension from income tax, cutting VAT on energy bills and a £2 cap on bus fares. There was also news of a reduction in business rates for pubs, clubs and […]

Read More
Insights
Worried Man Looking At Bills In The Kitchen
Are millennials failing to protect their future?

At a glance Many people assume insurance is something they can think about later, so they don’t take the time to understand how it could protect them and their loved ones. There are different types of insurance available, covering a wide range of circumstances, priorities and needs. It’s common to wait until a major milestone […]

Read More

View All

Pick up the phone.
Drop us an email.
Stop by for a cuppa.

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.

Contact Us

Join us on social

Edinburgh

Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ

T: 0131 510 8610

Inverness

7 Connel Court, Ardconnel Street,
Inverness,
IV2 3EY

T: 01463 221 221

Inverness

Third Floor,  Suite 3A1, Metropolitan House, 31-33 High Street,
Inverness,
IV1 1HT

T: 01463 258058

London

Number 33,
St. James's Square
London,
SW1Y 4JS

T: 0131 510 8610

Email us: [email protected]

 

Let's Chat!

If you'd like a no-obligation call with one of our advisers fill in the form below and we'll be in touch. Your financial journey starts here!