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 Women are more likely than men to say they are struggling financially (24% compared to 18% of men). Less than one in three women invest (27%), compared to 43% of men. This rises to 29% among younger women. The majority of women (84%) say they are involved in household finances and 46% […]
Read this article about Women and Wealth Report 2026
At a glance A flat rate 22% charge will apply on the interest on cash held in investment ISAs. Money market funds held in an ISA won’t be classified as cash, and won’t be liable to the 22% charge, provided they don’t make up 100% of the ISA. A simpler first-time buyer ISA will be […]
Read this article about New 22% charge on cash in investment ISAs
On 23 June 2016 the UK voted in a referendum to leave the European Union, by a narrow margin of 52% to 48%. The UK had been a member state of the EU since 1973 and the outcome of the vote – and the decision to abide by what was a legally non-binding referendum – […]
Read this article about Brexit – A decade in charts – how has the UK fared?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.
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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
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Email us: [email protected]