fbpx

Invested/ in your[ future

Invested/ in your[ family

Invested/ in your[ goals

Invested/ in your[ vision

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.

Team Tweed are proud to celebrate our 10th Year

Learn about our history

We are Award Winners

Professional Adviser Awards 2023 Finalists:

Adviser Firm of the Year Scotland & Northern Ireland
Young Achiever of the Year
Best Adviser Website
Best Adviser firm for vulnerable Client Care

Read about our awards

We are Award Winners

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

Winner 2023.

Read about our awards

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.

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.

Articles
Planning for your first year in business as a start up

At a glance As a start-up, your company’s first 12 months are critical. There are several key areas you should focus on during this time for your business to grow and thrive. Articulating your purpose, setting out a proper ownership structure and writing clear business plans are all vital steps. It’s also important to build […]

Read More
Insights
Beyond the case: how wealth-management services can help your clients

At a glance Expert wealth managers can play a key role in supporting victims of personal injury or clinical negligence at a particularly vulnerable time in their lives. This is invaluable during the proceedings of a claim, as well as when deciding what to do with an award of damages. A wealth manager can work […]

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

Macleod & Maccallum
25 Queensgate,
Inverness,
IV1 1DG

T: 01463 258058

London

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

T: 0131 510 8610

Email us: tweed.wealth@sjpp.co.uk