Invested/ in your[ future

Invested/ in your[ family

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Financial Planning
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.



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



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

Best Adviser Firm in the UK
Best Practice Adviser Awards 2022

Read about our awards

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

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.


The Pulse

Keeping you informed.

Walking from Killin to Callandar!

On September 15th 2023, the Team took on their 2023 charity challenge. Walking from Killin to Callandar! Our challenge this year was to walk the scenic Scottish Countryside route of Callander to Killin, just short of 22 miles! All funds raised will be matched and donated to St. James’s Place Charitable Foundation. If you would like […]

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Holly Gatensby
Alison has been shortlisted!

We have got great news that our Co-Founder and Managing Director Alison has been made a finalist for the 2023 Women in Financial Advice Awards! Alison has been shortlisted for the category ‘Team Leader of the Year – Small Firms’. This is so well deserved, and we wish Alison all the luck for the award […]

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Holly Gatensby

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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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Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ

T: 0131 510 8610


7 Connel Court, Ardconnel Street,

T: 01463 221 221


Macleod & Maccallum
25 Queensgate,

T: 01463 258058


Number 33,
St. James's Square

T: 0131 510 8610

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