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Invested/ in your[ future

Invested/ in your[ family

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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 2024 Winners:

Best Financial Advice Firm in Scotland & NI

Best Financial Advice Firm to work for in the UK

Read about our awards

We are Award Winners

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

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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.

MEET THE TEAM

The Pulse

Keeping you informed.

Insights
What are executive pensions and should business owners offer them to directors?

At a glance Consider offering a separate pension to executives. More flexible pensions can enhance your benefits package significantly. It’s an important factor when attracting the best people into your business. Directors of expanding companies often need more flexibility than their usual corporate pension scheme offers. All companies need to auto-enrol employees into a pension. […]

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Insights
How to stay on top of your financial planning with a demanding career

At a glance As professionals in accountancy or law, you might already be confident in your understanding of financial affairs and feel that spending time and money working with an adviser isn’t necessary. However, there are still great benefits to this, particularly for a high-earning professional. For time-poor associates and partners in a major firm, […]

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Insights
The rise of the multi-retiree family and what it means for your finances

At a glance   By 2034, more than one million families will include at least two retired generations – an increase of nearly one third (32%) on today.1 Multi-retiree families will need their collective finances to stretch further than ever before, and for longer, impacting both inheritances and day to day expenditure. Financial advice an help […]

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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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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