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.
At a glance There is no guaranteed way to completely protect your business in divorce. However, there are layers of protection you can put in place. Offsetting other assets against your business may allow you to retain full ownership. A pre-nuptial agreement is the strongest protection available, provided it is prepared properly and reviewed regularly. […]
Read this article about Divorce – proof your business
Caring for a loved one, in their old age or poor health, can be hugely rewarding and millions of people across the UK provide unpaid care1. But taking on caring responsibilities can also affect your income, savings and future financial security, particularly if you reduce your working hours or even take a break from working […]
Read this article about Counting the cost: why caring shouldn’t mean losing yourself
At a glance Interest rates remain at 3.75% This decision was widely expected by economists The vote wasn’t unanimous – three members of the nine-member committee voted to raise the base rate to 4% The Bank of England (BoE) has voted to keep interest rates at 3.75% despite rising inflationary pressures. The BoE acknowledged the […]
Read this article about Bank of England keeps rates on hold as peers hikeOur 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.
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Edinburgh
Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ
T: 0131 510 8610
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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]