Invested/ in your[ future

Thoughtful Mature Woman Sitting In Cafeteria Holding Coffee Mug While

Invested/ in your[ family

katie-gerrard-XEmyrA3MSao-unsplash

Invested/ in your[ goals

blake-hunter-p01IGh_HxtM-unsplash

Invested/ in your[ vision

shutterstock_1144577417

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.

thumbnail_PAA24-630×120-Winner_Adviser Firm of the Year_S-NI

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
GBC Logo

Good Business Charter Accredited

Unknown

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.

testimonial image Avril Welsh photo 2
Ali BW Holly
Tweed Wealth Management_Tweed Wealth Management_MM105581Black&White Pauline

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.

Investment Insights: The ‘curse’ of the winner
Insights
Investor Watching The Change Of Stock Market On Notebook
Investment Insights: The ‘curse’ of the winner

Welcome to the latest issue of our quarterly investment insights newsletter from Chief Executive Officer for Investments Justin Onuekwusi. The winner’s curse The danger of chasing past performance In the 1970s, researchers at an oil company noticed something strange about auctions for drilling rights in the Gulf of Mexico. The companies winning the auctions were […]

Read this article about Investment Insights: The ‘curse’ of the winner
The missing years: caring, career pauses and long-term planning
Insights
Young Family Having Breakfast Together And Being Messy In The
The missing years: caring, career pauses and long-term planning

At a glance Women are more likely than men to take a career break (56% vs 38%), but it can come at a financial cost.2 Career breaks can affect earnings, pension savings and long-term financial security, while also making the return to work more challenging. Understanding the potential impact and planning ahead can help women […]

Read this article about The missing years: caring, career pauses and long-term planning
Autumn Budget 2026 – with a month to go, what lies ahead?
Insights
A street of red brick terraced houses
Autumn Budget 2026 – with a month to go, what lies ahead?

With less than four weeks before the chancellor John Healey stands up to give his first Budget, leaks about what might be announced have been few and far between. The lack of rumours has also led to a notable reduction in speculation, which has been welcomed by both SJP and markets. The panic seen in […]

Read this article about Autumn Budget 2026 – with a month to go, what lies ahead?

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

Facebook LinkedIn Instagram
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: [email protected]

 

Let's Chat!

If you'd like a no-obligation call with one of our advisers fill in the form below and we'll be in touch. Your financial journey starts here!