Tweed Wealth celebrates receiving two prestigious awards at the 2024 Professional Adviser Awards

Financial advisers prove to be best in class after national award wins. 

A LEADING Scottish wealth management firm has cemented its position as the best in the industry after picking up two prestigious wins at a national award ceremony.

Tweed Wealth Management has been named the Best Financial Advice Firm in Scotland and Northern Ireland and Best Financial Advice Firm to work for in the UK at the Professional Advisor Awards – which recognise excellence across the UK financial advice community.

The firm was selected for the sought-after titles after undergoing a rigorous two-part assessment process managed by Best Companies Group, coming out on top against more than 250 firms in the UK.

The award evaluated workplace policies, practices, and demographics, alongside an in-depth employee survey measuring the staff experience, which accounted for 75% of the final scoring.

Alison Welsh, Co-Founder and Managing Director of Tweed Wealth Management said: “From day one, we’ve taken great pride in nurturing a positive culture and progressive workplace at Tweed Wealth Management. This latest recognition is a testament to the hard work of our talented team in delivering for our clients across Scotland and beyond.

“We are delighted to have been awarded these two honours, it’s a great reflection of our team’s commitment to providing an exceptional service to clients while being an outstanding employer.”

Tweed Wealth Management’s double award success comes after celebrating its milestone 10th anniversary. The 32-strong firm has grown substantially since being founded in 2014 and now manages around £500 million of client assets.

The firm has achieved this growth through a combination of organic success and completing several strategic mergers and acquisitions, including five deals over the past seven years.

Chris Tweed, CEO of Tweed Wealth Management, said: “Being named the Best Financial Advice Firm in Scotland and Northern Ireland, as well as one of the UK’s Best Financial Advice Firm to Work For, is an outstanding achievement.

“We have purposefully cultivated the ideal environment for our expert advisers to thrive while focusing on delivering exceptional service and trusted advice for clients.

“As we continue to grow our firm’s national presence, these awards will help reinforce our credentials as an employer of choice for the industry’s top talent.”

For more information on Tweed Wealth Management, visit: https://www.tweedwealth.co.uk/

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!