Article
Alison Wins Team Leader of the Year 2023
We are so happy to announce Alison won Team Leader of the year award at the Women In Finance Advice Awards 2023.
Read More
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.
Best Adviser Firm in the UK
Best Practice Adviser Awards 2022
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
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.
It’s been a busy couple of months here at Tweed Wealth Management, from introducing new members to the team to charity challenges – so sit back, relax and continue reading to discover what we’ve been up to…
Keeping you informed.
We are so happy to announce Alison won Team Leader of the year award at the Women In Finance Advice Awards 2023.
Read More 
On September 15th 2023, the Team took on their 2023 charity challenge. Walking from Killin to Callandar! Our challenge this year was to walk the scenic Scottish Countryside route of Callander to Killin, just short of 22 miles! All funds raised will be matched and donated to St. James’s Place Charitable Foundation. If you would like […]
Read More 
We have got great news that our Co-Founder and Managing Director Alison has been made a finalist for the 2023 Women in Financial Advice Awards! Alison has been shortlisted for the category ‘Team Leader of the Year – Small Firms’. This is so well deserved, and we wish Alison all the luck for the award […]
Read More 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.
Join us on social
Edinburgh
Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ
T: 0131 510 8610
View The Office
Inverness
7 Connel Court, Ardconnel Street,
Inverness,
IV2 3EY
T: 01463 221 221
View The Office
Inverness
Macleod & Maccallum
25 Queensgate,
Inverness,
IV1 1DG
T: 01463 258058
View The Office
London
Number 33,
St. James's Square
London,
SW1Y 4JS
T: 0131 510 8610
View The Office
Email us: tweed.wealth@sjpp.co.uk