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Invested/ in your[ future

Invested/ in your[ family

Invested/ in your[ goals

Invested/ in your[ vision

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

Best Adviser Firm in the UK
Best Practice Adviser Awards 2022

Read about our awards

We are Award Winners

Professional Adviser Awards 2023 Finalists:

Adviser Firm of the Year Scotland & Northern Ireland
Young Achiever of the Year
Best Adviser Website
Best Adviser firm for vulnerable Client Care

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.

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
Lessons of a start-up founder: Thomas Farquhar, co-founder of Heatio

Thomas Farquhar and his co-founder Simon Roberts have taken on a huge challenge and need to move hard and fast. They started Heatio in April 2022, aiming to help UK homeowners improve energy efficiency by up to 60% by using the latest technology. Heatio’s Flexx platform combines sensors, smart-meter data, artificial intelligence and home-energy modelling […]

Read More
Articles
What’s changing and what’s not – your new tax year checklist

At a glance The main rate of Employee National Insurance contributions will be reduced by a further 2% in the 2024/25 tax year, in addition to the 2% reduction we saw in January. The economic outlook is brighter, but it’s still vital to ensure you’re using all the allowances and exemptions you’re entitled to. Check […]

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Insights
Financial own goals: five mistakes elite sports stars typically make

At a glance Elite sports stars often earn huge sums that can set them up for life. However, it’s important to make good decisions early on. It’s not uncommon for successful athletes to make mistakes with their money that lead to financial ruin after their playing days are over. Common mistakes such as making poor […]

Read More

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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