Financial Planning for/[ Your Business

business owner financial planning

Our financial advisers will help you succeed.

We take your business and make it our business by listening to, learning from and discovering the motivation that drives you towards each vision and goal. Only then can we create a bespoke financial plan that will empower you to grow and succeed with every step you take.

Building your financial strategy together

Maximising your business’ growth

We believe that a strong business is built on trust and lasting relationships and at Tweed Wealth Management we provide just that – we don’t just offer a quick fix, we offer a partnership. Through mutual respect and understanding we work together to build personalised solutions that will help your business grow.

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Achieving your business & personal goals

At the heart of all financial plans are the long and short term goals you aim to achieve during your time in business.

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Protecting your business

Every business is on a journey whether it’s at its beginning, the end, or somewhere in-between. No matter what stage of the journey your business is at, it’s important to continue to build, adapt and optimise your financial strategy.

At Tweed Wealth Management we support you in providing tailored financial solutions that follow the direction you want your business to go, whether that is starting from the beginning or planning for when you step down.

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Managing your tax

All businesses must pay tax as a normal part of their operations. This, however, can be a complex matter to navigate depending on the type of business you operate and current levels of taxation and relief.

Balancing your personal and business taxes can be a challenge, and often our clients will prioritise their business wealth over their personal. At Tweed Wealth Management, we guide you through both: protecting your personal future, minimising your tax burden, and ensuring your hard work pays off.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

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Financial planning that’s straightforward & personal

At Tweed Wealth Management, we don’t believe in a one-size-fits-all approach. Instead, we work with you to build a plan that is specific to your business, your personal needs, and your overall success.

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Empowering your workforce

To ensure that you are supporting your workforce, we provide a financial wellbeing program that offers your staff reassurance and peace of mind – helping them channel their energy into productivity rather than financial fear. A financial wellbeing program will create a safe space for your employees, helping you to attract, empower and retain the people you need to build a successful business.

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Exit & succession planning

When planning an exit strategy in business, there are various questions you must first ask yourself, including whether or not you wish to exit the business completely, or instead retain a smaller interest? Are you considering moving onto a new project, or is it time to hang up your hat and celebrate a job well done?

We have the connections in place to ensure you are guided through succession and exit planning, making the process simple and easy to understand as you embark on your next exciting chapter.

Exit Strategies may include products and services that are separate and distinct to those offered by St. James’s Place.

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Book a meeting.

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.

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Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ

T: 0131 510 8610


7 Connel Court, Ardconnel Street,

T: 01463 221 221


Macleod & Maccallum
25 Queensgate,

T: 01463 258058


Number 33,
St. James's Square

T: 0131 510 8610

Email us: tweed.wealth@sjpp.co.uk