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.
If your business is generating profits beyond its day-to-day needs, you’re probably wondering how best to get this money working for you. Investing surplus cash can strengthen your financial future and help you step up to the next level, both for your business and by shoring up your personal finances. But there are things to […]
Read this article about Stepping up: investing business profits
At a glance Many people are making financial decisions based on assumptions that no longer reflect the realities of modern life. More than a third of people (36%) spend a year or more considering a financial decision. Those receiving ongoing financial advice are more than three times as likely to put a financial plan in […]
Read this article about Real Life Advice 2026: challenging financial attitudes and beliefs
It can be difficult and uncomfortable to think about being in poor health, and in particular suffering mental or physical incapacity. It is not surprising many couples and families avoid talking about these potential scenarios. But not discussing your wishes and failure to have a plan can leave your loved ones unprepared should something unexpected happen. […]
Read this article about Planning ahead: a kindness to your future selfOur 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
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]