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
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Healey’s growth agenda meets fiscal reality

Healey’s growth agenda meets fiscal reality In his first major speech, Chancellor John Healey today set out optimistic plans to drive economic growth across ‘every postcode’ in the UK. Taking a more positive approach than his predecessor, Healey said the UK was ‘turning a corner’, pointing to signs of growth and previous cuts to interest […]

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Insights
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Why bond markets suddenly matter again

Government bonds are meant to be boring. Yet recent swings in yields have made headlines across the globe. So, what’s changed, and what does it mean for their role in your portfolio? At a glance Worries about the global environment and rising levels of government debt have helped drive up government bond yields. Higher yields […]

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Insights
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Beating the deadlines: tax dates for business owners

At a glance The deadline for filing a paper self-assessment tax form is 31 October. One in three self-assessment taxpayers required to file and pay tax via the Making Tax Digital (MTD) system since April have yet to register1. The Autumn Budget, delivered by chancellor John Healey, will be on 28 October. From self-assessment tax […]

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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

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Inverness,
IV1 1HT

T: 01463 258058

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

T: 0131 510 8610

Email us: [email protected]

 

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