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 The longer a policy is in place, the greater the risk inflation will erode the real value of a fixed benefit. Index linking (linking the policy value to inflation) can help the payouts keep pace with rising costs. Financial advice can ensure you take out the right protection cover for you and […]
Read this article about Shielding protection cover from inflation
At a glance From April 2027, most unused pensions and death benefits will fall into estates for IHT purposes. In some cases, inherited pensions may be subject to both inheritance tax (IHT) and income tax. If you pass your estate to a spouse or civil partner, it’s IHT free. There are financial planning opportunities such […]
Read this article about Pensions and IHT: the ‘double tax’ trap
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 winnerOur 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.
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!
Join us on social
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]