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Invested/ in your[ future

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Invested/ in your[ family

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Invested/ in your[ goals

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Invested/ in your[ vision

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Financial Planning
Tailored to You

Our Solutions begin with you and your needs.

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.

 

FOR INDIVIDUALS & FAMILIES

Helping individuals and families achieve their goals and plan their financial future.

 

FOR BUSINESSES & PROFESSIONALS

Helping business owners to grow and protect their businesses.

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We are Award Winners

Professional Adviser Awards 2024 Winners:

Best Financial Advice Firm in Scotland & NI

Best Financial Advice Firm to work for in the UK

Read about our awards
Chartered-Firm-of-the-Year-Winner

We are Award Winners

Chartered Firm of the Year by St. James’s Place 2023

 

Read about our awards
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Good Business Charter Accredited

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Chartered Financial Planners

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.

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Here for you.

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.

MEET THE TEAM

The Pulse

Keeping you informed.

Spring Statement – what SMEs should be thinking about
Insights
A Vibrant Bouquet Of Red Tulips Wrapped In A Brown
Spring Statement – what SMEs should be thinking about

At a glance The Spring Statement offered little practical support or direction for SMEs. Global conflict and market volatility pose greater risks right now. Despite uncertainty, SME activity remains strong, with growth plans, funding, and exit activity continuing.  The Spring Statement has now been delivered. In truth, there is little to highlight for the SME […]

Read this article about Spring Statement – what SMEs should be thinking about
Preparing for the unexpected: protecting your income in illness
Insights
Orange Lifebuoy Floating On The Calm Surface Of The Ocean
Preparing for the unexpected: protecting your income in illness

At a glance Income protection pays out a regular income following a valid claim, while critical illness cover pays out a one-off lump sum that can be used to clear debts, pay for treatment or make lifestyle changes. The cost of cover depends on your age, health, and occupation, as well as the level of […]

Read this article about Preparing for the unexpected: protecting your income in illness

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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

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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: tweed.wealth@sjpp.co.uk

 

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