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Here for you.

Get in touch with us on 0131 510 8610

oremail@tweedwealth.co.uk

  • Head Office:
    Edinburgh

    16 Rutland Square, Head Office:
    Edinburgh EH1 2BB

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  • Inverness

    7 Connel Court, Ardconnel Street, Inverness IV2 3EY

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  • London

    33 St. James's Square, London SW1Y 4JS

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Our

People.

 

We’re here
for you

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.

T is for Team

Edinburgh Office

chris tweed wealth

Chris Tweed

CEO and Chartered Financial Planner
chris tweed wealth

Chris Tweed

CEO and Chartered Financial Planner

Chartered
  • Chris co-founded Tweed Wealth in 2014 with a vision of growing a forward-thinking Financial Advice Practice that supports families and business clients and provides a wealth of opportunity for talented people.
    Specialism // Entrepreneurs & Business Owners
  • Qualifications & Professional Development
    APFS – Chartered
    Cert CII (MP & ER)

    Chris is undertaking a Master of Business Administration (MBA) at CASS Business School
  • Personal Interests
    Aside from overseeing the client advice side of the business in Edinburgh and London, Chris has a passion for technology and business and is busy studying for his MBA at CASS. When downtime is required, Chris is a keen sailor and loves exploring the Scottish isles with wife Alison, daughter Emily and the new additions to the family, the Tweed twins, Jessie and Harry.
  • Discover your Wealth Personality

Alison Welsh

Co-Founder / Managing Director

Alison Welsh

Co-Founder / Managing Director

  • Alison co-founded Tweed Wealth, bringing her First Class Honours degree in Business and a background in Investment Banking and Corporate Pensions advising for FTSE 100 companies. Alison is responsible for making sure everything at Tweed Wealth runs smoothly while maintaining the highest Practice standards.
    Specialism // Business Management
  • Qualifications & Professional Development
    First Class Honours in Business.
  • Personal Interests
    Alison and Chris are kept very busy entertaining their toddler Emily and the new additions, the Tweed Twins, Jessie and Harry. When they can they try to get everyone out on the open water to explore the west coast of Scotland.
  • Discover your Wealth Personality

Tom Hay

Senior Chartered Financial Planner

Tom Hay

Senior Chartered Financial Planner

Chartered
  • Tom built Melville Wealth Management from scratch, watching it become a thriving small business with a great reputation. The core value has always been focussed on the provision of long term trusted advice which in many cases has now stretched across several generations within many families. Chris & Ali, co-founders of Tweed Wealth Management first got to know Tom as fellow adventurers on many of the annual endurance challenges arranged to raise money for the St. James’s Place Charitable Foundation. A friendship was born, forged on shared values and trust. It was on this basis that Tom was sure that his clients and his team would be able to continue to receive the service and respect they were used to and that he would be comfortable continuing as a financial planner without having to deal with the day to day running of a business.
    Specialism // Business Owners and City Professionals
  • Qualifications & Professional Development
    APFS – Chartered
    Chairman of the St James’s Place Charitable Foundation, Edinburgh Region.
  • Personal Interests
    Away from the office Tom enjoys playing golf and has a current handicap of 8. Tom also achieved 126 caps for Scotland playing hockey, although is sad to report that he has finally retired from playing hockey at veteran level. Always up for a sporting challenge, he is currently training for a 10 day Arctic trek across East Greenland in 2021. Tom is married to Sue and has two daughters, ages 28 and 30.
  • Discover your Wealth Personality

Paul Rowley

Senior Financial Planner

Paul Rowley

Senior Financial Planner

  • Paul played professional rugby for seven years after he graduated from Limerick University in 2011. In that time, he met plenty of valuable contacts both on and off the pitch. After he hung up his rugby boots, he completed his St. James’ Place Academy Programme, leading him to join Tweed Wealth Management in 2017.
    Specialism // Private Clients
  • Qualifications & Professional Development
    DipPFS
    Cert CII (MP)
    New Media & English Degree
    St. James’s Place Wealth Management Academy
  • Personal Interests
    When Paul’s not at work, he and his wife Lucy are busy taking care of their daughter Renée. He’s also an outdoorsy type who likes to explore Scotland with his family and his four-legged friends. Paul is also a keen reader, likes travelling, and socialising with his friends and family.
  • Discover your Wealth Personality

Gemma Wood

Chartered Financial Planner

Gemma Wood

Chartered Financial Planner

Chartered
  • Gemma started her role as Financial Planner in 2017, making the most of her Accountancy and Finance Degree and experience in financial services. With over 18 years’ working in the industry, Gemma works with clients to plan, grow and secure their financial future.
    Specialism // Women in Business & Family Protection Planning
  • Qualifications & Professional Development
    APFS – Chartered
    MA (Hons) in Accountancy & Finance
  • Personal Interests
    Gemma and her partner Andrew have a young daughter, Amelie, who keeps her busy in her spare time but makes sure she is a regular at her local swimming pool as well as attempting to maintain her regular yoga classes.
  • Discover your Wealth Personality

James Barrie

Chartered Financial Planner

James Barrie

Chartered Financial Planner

Chartered
  • James has been a Financial Planner for 16 years and has built up a wealth of experience during this time. His emphasis is on maintaining long term relationships with his clients and providing them with a source of trusted advice for all of their financial needs.
    Specialism // Corporate & Employee Benefits
  • Qualifications & Professional Development
    FPFS
    Certificate in Investment Management (IMC)
  • Personal Interests
    Away from the office, most of his time is taken up by his two young boys and keeping them entertained. His personal goal is to travel as much as possible. 
  • Discover your Wealth Personality
mike tweed wealth

Michael Allen

Financial Planner
mike tweed wealth

Michael Allen

Financial Planner

  • Michael played professional rugby for eight years, representing both Ulster and Edinburgh. On top of that, he gained representative honours for Ireland at under 18, under 19 and for Emerging Ireland playing in two consecutive Nations Cups. After retiring from the rugby game, he traded in his rugby experience for the world of financial planning, completing the St. James’s Place Wealth Management Academy Programme before joining the Practice in 2018.
    Specialism // Medical & Sports Professionals
  • Qualifications & Professional Development
    DipPFS
    Cert CII (MP)
    St. James’s Place Wealth Management Academy
  • Personal Interests
    Michael has traded muddy Rugby pitches with 14 blokes, to muddy parks with his young daughter Chloe. A keen golfer (preferably when the sun is out), a regular gym goer and cinema lover. Michael is very keen on indulging in a nice cup of coffee!
  • Discover your Wealth Personality

Jason Baggott

Financial Planner

Jason Baggott

Financial Planner

  • Jason played professional rugby for 7 years. Having started his rugby career with the Southern Kings in his homeland of South Africa, he moved across to the UK in 2015, spending the remainder of his playing days at Edinburgh Rugby. Alongside his rugby career, he also managed to complete a degree in Economics and Finance at Heriot-Watt University. During his rugby career, he met plenty of valuable contacts both on and off the pitch. After he hung up his rugby boots, he completed his St. James’ Place Academy Programme, leading him to join Tweed Wealth Management in 2021.
    Specialism // Private Clients
  • Qualifications & Professional Development
    DipPFS
    MA (Hons) in Economics & Finance
    St. James’s Place Wealth Management Academy
  • Personal Interests
    When Jason’s not at work, he and his girlfriend, Eilidh, enjoy pretending to be coffee connoisseurs and brunch experts. He’s also an outdoorsy type who likes to explore Scotland whilst chasing a little white ball. He still plays a bit of rugby, playing for Southern Knights in the Super 6 and loves all things sport.
  • Discover your Wealth Personality

Callum Hamilton

Chartered Technical Manager

Callum Hamilton

Chartered Technical Manager

Chartered
  • Callum joined the Tweed Wealth Management team in 2017 as a Paraplanner to provide technical information and to carry out in-depth research for clients. He’s always keen to learn more and develop himself and in 2020 took up the role of Technical Manager, ensuring compliance structure is robust and exceeds industry expectations.
  • Qualifications & Professional Development
    APFS – Chartered
    CertPFS (DM)
    BA(hons) Economics With Management
    CII (MP & ER)
  • Personal Interests
    When Callum isn’t golfing, he enjoys playing football and socialising with friends.
  • Discover your Wealth Personality

Calum Graham

Senior Paraplanner

Calum Graham

Senior Paraplanner

  • Calum joined the Paraplanning team at Tweed Wealth Management in March 2018. Since then, he’s worked hard to achieve his Diploma in Regulated Financial Planning. But Calum’s got even bigger ambitions. He’s currently working towards the Advanced Diploma in Financial Planning with the goal of becoming a Chartered Financial Planner.
  • Qualifications & Professional Development
    DipPFS
    Certs PFS (DM)
  • Personal Interests
    When Calum isn’t researching and helping clients (or studying towards his next qualification), he enjoys clay pigeon shooting, playing football and feeding his wanderlust with travel to new and exciting places.
  • Discover your Wealth Personality

James Appleby

Paraplanner

James Appleby

Paraplanner

  • James joined TWM as a Trainee Paraplanner in 2021 after receiving his degree in International Business Management at Heriot Watt University. As a trainee James is always willing to learn more and is currently working towards achieving the Advanced Diploma in Financial Planning.
  • Qualifications & Professional Development
    Qualifications & Professional Development
    MA (Hons) BA International Business Management
    DipPFS
  • Personal Interests
    When time permits, James can be found working on his classic Mini or exploring Edinburgh’s best walks with his spotty dog Marni.
  • Discover your Wealth Personality

Steven Wright

Trainee Paraplanner

Steven Wright

Trainee Paraplanner

  • Prior to joining the TWM team as a Trainee Paraplanner in 2022, Steven worked for many years within financial services, and achieved his university degree as a mature student during this time.
  • Qualifications & Professional Development
    BA(Hons) Business Management with Marketing
  • Personal Interests
    In his spare time Steven loves to run all distances from Parkruns to Marathons and when not running can be found catching up with family and friends.
  • Discover your Wealth Personality

Jamie Sword

Trainee Paraplanner

Jamie Sword

Trainee Paraplanner

  • Jamie joined the TWM team as a Trainee Paraplanner in January 2022, having studied Politics at the University of Edinburgh. As a trainee, Jamie is working towards his Diploma in Regulated Financial Planning, with the goal of becoming a Chartered Financial Planner further down the line.
  • Qualifications & Professional Development
    MA(Hons) in Politics, University of Edinburgh
  • Personal Interests
    When not at work, Jamie enjoys playing rugby for Stewart’s Melville RFC and hopes they can – alongside his beloved Sunderland AFC, battle to win promotion this season. Although his handicap would suggest otherwise, he does enjoy playing golf, and hopes to improve his game if he is ever to be in contention of giving his colleagues a run for their money. He and his girlfriend, Rachael, love to explore Edinburgh’s thriving food and drink scene and are always happy to offer up their recommendations.
  • Discover your Wealth Personality

Connor Coull

Trainee Paraplanner

Connor Coull

Trainee Paraplanner

  • Connor became a member of the Paraplanning team at TWM in January 2022 after having built up 7 years experience in the financial industry. Currently working to achieve his Diploma in Regulated Financial Planning.
  • Qualifications & Professional Development
    CF1
    FA2
  • Personal Interests
    Connor enjoys working on his handicap of 9 on the golf course in his spare time. When he isn’t complaining on the fairway, he follows his football team round the country at the weekends and enjoys spending time with his partner Sarah, his family, friends and going for walks with his dog Busby.
  • Discover your Wealth Personality

Avril Welsh

Client Manager

Avril Welsh

Client Manager

  • Before Avril joined Tweed Wealth Management in May 2017, she spent 10 years working in an administrative role within the motor trade. She brought a lot of valuable experience and important skills to her role here. Avril maintains and organises the office, keeping files and records up to date and being on hand to help out team members at Tweed Wealth Management.
  • Qualifications & Professional Development
    10 years of administration experience
  • Personal Interests
    Avril’s spare time is spent socialising with friends and family. When she’s not having fun with friends she loves to try out a new recipe or plan a great holiday.
  • Discover your Wealth Personality

Pauline Woods

Client Manager

Pauline Woods

Client Manager

  • Pauline has worked within the Finance Industry in the UK and in Europe for many years and began her career with Scottish Amicable (Prudential). She is currently studying for the Diploma in Regulated Financial Planning.
  • Personal Interests
    In her spare time Pauline is attempting to adopt a slightly healthier lifestyle as in her words she says that unfortunately, she doesn’t feel like she can get away with no exercise like she used to! Her guilty pleasures are the First Dates and Gogglebox tv programmes although she will deny liking reality tv if you ask her.
  • Discover your Wealth Personality

Holly Gatensby

Client Manager

Holly Gatensby

Client Manager

  • Prior to working at Tweed Wealth Management, Holly spent 4 years at the St. James’s Place Administration Centre in Stirling where she worked as a Senior Technical Associate.
  • Personal Interests
    Outside of work, Holly enjoys spending time catching up with her friends and always looks forward to her and her Partner Lewis’ holidays, where they try to see lots of new places.
  • Discover your Wealth Personality

Rachel Boswell

Client Administrator

Rachel Boswell

Client Administrator

  • Before Rachel joined Tweed Wealth Management, she spent 3 years at the St. James’s Place Administration Centre in Stirling where she worked as a Senior Associate.
  • Personal Interests
    Outside of work, Rachel enjoys going to gym classes, running and spending time with family, friends and walking her dog Ella.
  • Discover your Wealth Personality

Inverness Office

John Home

Senior Chartered Financial Planner

John Home

Senior Chartered Financial Planner

Chartered
  • John has over 30 year’s experience in Financial Services and following a long career in Lloyds Banking Group, he joined St. James’s Place and founded John Home Wealth Management in 2012, a thriving small business with a great reputation in Inverness. John has been a Chartered Financial Planner since 2013 and was one of the first St. James’s Place Adviser’s elected to be a Fellow of the Personal Finance Society in 2014. Tweed Wealth were delighted to welcome John to the team in 2021 and look forward to working together to continue to provide his clients with the exceptional service they are used to.
    Specialism // Inheritance Tax Planning, Investment Planning & Final Salary Pension Transfers
  • Qualifications & Professional Development
    FPFS – Chartered
  • Personal Interests
    John is married to Shona and has two children, Sean and Carla and two grandchildren Leon and Luisa.

    He has a passion for football (watching not playing) and loves to travel although given he lives in Inverness his preferred destination will always be somewhere where the sun is shining!
  • Discover your Wealth Personality

John Trotter

Financial Planner

John Trotter

Financial Planner

  • John has over 30 years’ experience in the financial services industry and brings a wealth of knowledge and experience to our growing team. He focuses on giving expert advice on Investment and Pension Planning, as well as providing protection advice in the form of Life, Critical Illness & Sick Pay Protection. He can also advise clients when looking to re-mortgage, move to a new house or help first time buyers secure the lowest interest payments for their mortgage borrowing. John is able to offer a comprehensive range of mortgages from across the market, which lenders make available to mortgage intermediaries.
    Specialism // Family & Protection Planning
  • Qualifications & Professional Development
    PFA (Professional Financial Advice)
    Certificate in Mortgage Advice & Practice (CeMap)
  • Personal Interests
    Away from the office, John is an avid watcher of all sports & supports his favourite football team Aberdeen! John is married to Fiona & has a stepson Danny aged 25 & a daughter Ellie aged 14.
  • Discover your Wealth Personality

Robbie Chisholm

Financial Planner

Robbie Chisholm

Financial Planner

  • Robbie has always had a keen interest in finance, and he gained his honours degree in Accountancy in 2019. He is now putting his interest in finance and his degree to use in wealth management where he aims to build long term relationships with his clients built around face-to-face, tailored advice.
  • Qualifications & Professional Development
    Dip PFS
    BA (Hons)
  • Personal Interests
    Robbie has recently taken up golf so is really enjoying getting into that. His first love will always be football though and he enjoys watching and playing it in his spare time. Also likes going out for meals with his girlfriend Leanne when there isn’t a global pandemic on!
  • Discover your Wealth Personality

Caroline Finlayson

Client Manager

Caroline Finlayson

Client Manager

  • Caroline has worked in the Banking and Finance industry for over 36 years – the last 7 years with John Home Wealth Management, where she was responsible for the general smooth running of the office.
  • Personal Interests
    Caroline likes spending time with family and friends, taking long walks which usually finish with coffee and cake.
  • Discover your Wealth Personality

Kickstart your financial career

with the Tweed Academy.

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.

CAREERS AT TWEED WEALTH
mike tweed wealth

When I finished my Rugby career I needed a new challenge. Chris and Alison have really given me the confidence and support that I needed to succeed and the Tweed Academy programme provides a clear path for career progression.

Michael Allen – Financial Planner
tweed wealth staff

I joined the Tweed Wealth Academy in 2017 as a Paraplanner and with the help of Chris and Alison I am pleased to have achieved the role of Technical Manager.

Callum Hamilton – Technical Manager
tweed wealth partners

We are extremely proud to have built a team that really cares about our clients and constantly wows us with their innovation, commitment and passion for building a better business. We would be delighted to share our approach and services with you.

Chris Tweed and Alison Welsh, Co-Founders

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.

At your service

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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