Personal[ Financial /Planning

family financial planning

Our financial advisers always put you first.

Life is like a rollercoaster, filled with highs and lows, twists and turns, and moments that can turn our world completely upside down. However, with a secure financial plan to keep you safe in your seat, the ride won’t seem so scary.

Building your financial strategy together

Financial planning that’s tailored to you

Financial planning is a personal business and we understand how important it is to trust those who are advising and supporting you in the management of your wealth. Just as your money is personal to you, so too is your partnership with us. That’s why we listen, learn and embrace your ambitions and anxieties to help shape your financial future and give you peace of mind.

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Growing & protecting your personal wealth

You and your family are at the heart of what we do, and we understand how important it is to protect and prepare your finances against future change. Your personal financial plan incorporates the goals you set out to achieve, addresses potential risk factors and steers you sensitively and professionally towards a future that you can ensure is protected for generations to come.

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A lifetime of planning for your future

Can I retire now and still live the life I’m used to? Can I have the flexibility to partially retire, improving my work/life balance? How can I protect the inheritance I am passing on to future generations? What will my legacy be?

These are big questions to consider, and we’re used to guiding our clients through them.

It’s difficult to know what the future will look like, but with Lifetime Cashflow Modelling you can visualise your future position, taking into account inflation and market changes, and helping you to reach your goals.

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Financial planning across generations

Whether you want to support your children as they step onto the property ladder or pass on your business to a family member, we help you to plan and implement these requests using tax-efficient solutions designed to help you.

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

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Financial planning that’s straightforward and 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 you, your family and your overall success.

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Planning for retirement

It might still be years away or just around the corner, but your retirement will mark an important milestone in your life and we want to be sure that you have the financial means to embrace this exciting new chapter.

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Sharing your legacy

Planning for the future can be daunting and we understand the significance of building your legacy. At Tweed Wealth Management we consult, direct and review each request and recommendation you have, and create a personalised plan that supports your family and loved ones.

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Finding the right mortgage for you

Whether you’re a first time buyer or wanting to move home, it is important that you have the right mortgage in place. Using specialist products, we give you honest, informed advice on your mortgage, ensuring that you are effectively distributing and managing your cash. Our goal is always to maximise your finances and ensure you have reserves for the unexpected.

Your home may be repossessed if you do not keep up repayments on your mortgage

We offer a comprehensive range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries, for which we will be paid a procuration fee by the lender

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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