At Tweed Wealth Management, we believe in getting to know our clients. Your bespoke financial strategy, whether it be personal or for business, will be designed to benefit you and your vision.
Our team provides the tools to help you flourish in life and business, putting in place plans that support the here and now, as well as the future of your wealth. As an award-winning team, we understand the difficulties of planning for an ever-changing world, but with Tweed Wealth Management on your side we promise the journey will be all the easier.
Before we get started, get to know the team you’ll be working with.
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.
Read on to find out what makes our teams in Edinburgh and Inverness tick, and meet the people behind Tweed Wealth Management.
Chris Tweed
CEO and Chartered Financial Planner
Alison Welsh
Co-Founder / Managing Director
Callum Hamilton
Commercial Director
Tom Hay
Consultant
Paul Rowley
Senior Financial Planner
Gemma Wood
Chartered Financial Planner
James Barrie
Chartered Financial Planner
Michael Allen
Financial Planner
Jason Baggott
Financial Planner
Calum Graham
Paraplanning Manager
Steven Wright
Paraplanner
Jamie Sword
Paraplanner
Connor Coull
Paraplanner
Avril Welsh
Client Manager
Pauline Woods
Client Manager
Holly Gatensby
Client Manager
Rachel Boswell
Client Administrator
Sarah Leitch
Trainee Paraplanner
John Home
Senior Chartered Financial Planner
John Trotter
Paraplanner
Robbie Chisholm
Financial Planner
Caroline Finlayson
Client Manager
Daniel MacIver
Trainee Paraplanner
Darran Murphy
Financial Planner
Matt Smith
Financial Planner
Julie Mackenzie
Mortgage and Protection Planner
Senior Partner Practice of St. James’s Place
At Tweed we choose to provide solely St. James’s Place products and are appointed as a Senior Partner Practice. Our clients enjoy peace of mind that St. James’s Place guarantees the suitability of the advice given by Tweed Wealth when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the St. James’s Place website www.sjp.co.uk/products.
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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Edinburgh
Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ
T: 0131 510 8610
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Inverness
7 Connel Court, Ardconnel Street,
Inverness,
IV2 3EY
T: 01463 221 221
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Inverness
Macleod & Maccallum
25 Queensgate,
Inverness,
IV1 1DG
T: 01463 258058
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London
Number 33,
St. James's Square
London,
SW1Y 4JS
T: 0131 510 8610
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Email us: tweed.wealth@sjpp.co.uk