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.
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 […]
Read this article about Healey’s growth agenda meets fiscal reality
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 […]
Read this article about Why bond markets suddenly matter again
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 […]
Read this article about Beating the deadlines: tax dates for business ownersOur 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.
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!
Join us on social
Edinburgh
Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ
T: 0131 510 8610
View The Edinburgh Office
Inverness
7 Connel Court, Ardconnel Street,
Inverness,
IV2 3EY
T: 01463 221 221
View The Inverness Office
Inverness
Third Floor, Suite 3A1, Metropolitan House, 31-33 High Street,
Inverness,
IV1 1HT
T: 01463 258058
View The Inverness Office
London
Number 33,
St. James's Square
London,
SW1Y 4JS
T: 0131 510 8610
View The London Office
Email us: [email protected]