On behalf of everyone at Tweed Wealth Management, I would like to welcome everyone joining us from Macleod and MacCallum Wealth Management.
When we first started speaking to Macleod and MacCallum Wealth Management, it was clear from the beginning that both Practices shared a similar outlook, which I would define as a strong desire to go above and beyond, to develop strong lasting relationships and to provide trusted financial planning to multiple generations of the same families at every stage of life.
As one of the largest Wealth Management Firms in Scotland, Tweed Wealth Management have a wide range of experience and expertise. We are one of the few large firms in Scotland to hold the Chartered Financial Planners designation which is testament to our focus on constant personal and professional development and proficiency within our team. We are confident this wide range of skillsets and expertise behind the scenes will create greater opportunities and benefits to you whilst you continue to receive the first class personal service from your trusted advisor which you have come to expect.
The team led by Darran will continue to work from the offices at 25 Queensgate, Inverness and all other contact details remain the same.
As always, we feel strongly that any questions, or concerns that you might have should be dealt with immediately, and that’s why our direct line of communication will always remain open to you. We regularly communicate Tweed Wealth Management news and updates via our newsletters, social media accounts and our website. We also run regular client events which are a great way for you to meet the whole business and I look forward to personally welcoming you to one of our next events in Inverness.
If you want to get to know the team or myself better, the Tweed office doors and phonelines are always open.
Please visit our main website www.tweedwealth.co.uk for further information on the team and for our contact details.
You can also reach me via my personal contact details below.
We look forward to having you onboard and we hope to see you very soon.
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.