Our team takes time to listen, learn and discover what kind of person you are. Only then can we create a financial plan that matches your personal goals and business objectives – that can adapt to your future needs too.
All our team members understand the demands of today’s lifestyles, and we’re experienced in building solutions tailored to our rapidly changing world. Whatever your ambitions, whatever your lifestyle, we’re proud to be the people you can rely on for a uniquely tailored financial plan.
Chris Tweed
CEO and Chartered Financial Planner
Alison Welsh
Co-Founder / Managing Director
Tom Hay
Senior Chartered Financial Planner
Paul Rowley
Senior Financial Planner
Gemma Wood
Chartered Financial Planner
James Barrie
Chartered Financial Planner
Michael Allen
Financial Planner
Jason Baggott
Financial Planner
Callum Hamilton
Chartered Technical Manager
Calum Graham
Senior Paraplanner
James Appleby
Paraplanner
Steven Wright
Trainee Paraplanner
Jamie Sword
Trainee Paraplanner
Connor Coull
Trainee Paraplanner
Avril Welsh
Client Manager
Pauline Woods
Client Manager
Holly Gatensby
Client Manager
Rachel Boswell
Client Administrator
John Home
Senior Chartered Financial Planner
John Trotter
Financial Planner
Robbie Chisholm
Financial Planner
Caroline Finlayson
Client Manager
In 2014 we launched the Tweed Academy, a programme designed to help talented individuals progress their careers in Financial Services. The Academy gives a clear route and guidance to becoming a fully qualified, Chartered Financial Planner with support and encouragement along the way.
If you are interested in exploring a career in Financial Advice, please do get in touch.
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.
From investing and tax planning to preparing for retirement, our family and business solutions are designed to put your financial security first.
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