Invested in you...

Our ambition, our people and our drive, invested in you.

Tweed Wealth has come a long way since Chris and I started it in 2014.

We have expanded carefully – always seeking out the best opportunities to help us better serve our clients.

A key reason for our success is that our hunger and ambition has always matched that of our customers. We’ve championed leaders, innovators and other entrepreneurs by promoting our values of ambition, drive and dependability.

At the same time, I know that this would count for little if we didn’t have the right people to help us push forwards.

My role at Tweed centres on making sure we have the right team and the right culture in place to help our clients meet their financial goals.

We’ve invested a significant amount of time and money in recruitment and development.

In practice, this means that I’m constantly looking out for inspiring individuals, people that have achieved success in another field and anyone with the right mindset for growth.

I also spend a lot of time on the Tweed Wealth Management Academy, which is another key source of our strength.

An exclusive training program, the academy takes a talented few and – through a combination of work and study – instils in them a passion and drive to achieve.

We’ve managed to keep the Tweed Academy outside the mainstream of the financial planning world, which has allowed us to attract people with fresh expertise to an industry that would be poorer without them.

Tweed is going through more exciting changes at the moment. Now more than ever it’s crucial that we work together to maintain the trust of all of our clients – new and old.

Find out more about careers with Tweed here.

Walking from Killin to Callandar!

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 […]

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Holly Gatensby
Alison has been shortlisted!

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 […]

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Holly Gatensby

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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.

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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