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 A resumption in hostilities between the US and Iran has left the global economy in a more uncertain place. As events and their impacts are near impossible to predict, ensuring investment portfolios are prepared for multiple scenarios is key. Ultimately, the impact of big macro events on portfolio returns tends to fade […]
Read this article about Keeping perspective as the Iran conflict resumes
At a glance If you die without a valid Will, the rules of intestacy set out who inherits your estate. For unmarried couples, a surviving partner would have no entitlement to their partner’s estate unless this wish had been explicitly documented in a valid Will. For cohabiting couples, how you own your home matters. If […]
Read this article about Where there’s a Will, there’s a say
At a glance Calculating how much your business is worth is a key first step in getting the best possible price for it. Businesses that are particularly innovative, show great future potential or can demonstrate solidly repeatable profits are the ones most likely to be able to boost their value. It also helps if you’re […]
Read this article about The price is right: how much could you sell your business for?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.
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Edinburgh
Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ
T: 0131 510 8610
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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]