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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.

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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
How to give your whole family a head start this year

At a glance If you’re part of the ‘sandwich’ generation, juggling the demands of a young family and elderly parents, you can feel pulled in every direction financially. Giving your children a financial head start helps spread wealth across the generations. Making the most of tax reliefs and allowances now can help ease the pressure, […]

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Articles
Why do we find it hard to save for our future self?

At a glance It can be difficult to picture yourself at retirement age if it’s still a dot on the horizon. Why save for what you can’t see? Self-visualisation techniques – imagining your future self and what you might be like – can help motivate long-term saving. Once you know understand why you’re saving, there […]

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Insights
Pensions for children – what you need to know

At a glance Starting a child’s pension is a tax-efficient way to save for their future and move money across generations. Only a parent or guardian can set up a pension for a child, but then anyone can contribute. By starting early, even small contributions to a child’s pension have time to grow, with the […]

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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