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
Close Up Of Businessman Or Accountant Hand Holding Pen Working
The price is right: how much could you sell your business for?

At a glance Calculating how much your business is worth is a key first step in getting the best possible price for it. Businesses that are particularly innovative, show great future potential or can demonstrate solidly repeatable profits are the ones most likely to be able to boost their value. It also helps if you’re […]

Read More
Insights
Manager And Supervisor In Warehouse
“Give it one more year” – the life changing impact of good advice

Good advice can be life changing. It’s something music stars Anastacia and Rick Astley know well. As part of St. James’s Place’s sponsorship of Sky Arts, both stars talked to Edith Bowman in the ‘Sound Advice’ series, to discuss the advice that shaped their careers and helped them navigate the music industry. When you’re weighing up big […]

Read More
Insights
London  United Kingdom - Bank Of England Building.
Interest rates on hold…for now

The Bank of England (BoE) has voted to keep the central interest rate at 3.75% as had widely been expected. Six members of its Monetary Policy Committee (MPC) voted to keep rates on hold, with three voting for an increase. This compared to a seven-two vote in the previous MPC meeting. Markets had anticipated the […]

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!