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Our[ Story.

Time to rewind

Here at Tweed Wealth Management we’re focused firmly on the future – for our clients, for our team, for our business. But there’s also value in reflecting on the past and learning from our experiences. So let us tell you the Tweed story, from the very beginning to the here-and-now. This is how we came to be.

December 2013

Alison and Chris established Tweed Wealth Management Ltd

October 2017

Tweed acquires Stevenson Hamilton Wealth Management

October 2019

Chris launches behavioural finance

April 2020

Circa £200 Million of Clients Assets Under Management

April 2021

Tweed acquires John Home Wealth Management

October 2021

Tweed wins ‘International Adviser Excellence in Business Strategy’

June 2022

Tweed becomes a Chartered Financial Planning Firm

November 2022

Tweed announces the acquisition of Macleod & Maccallum Wealth Management

December 2022

Winner of ‘Best Practice Adviser Awards’, ‘Best Adviser Firm’ and ‘Best Support Team’

November 2023

Alison win’s Team Lead of the year (small/medium firms) at the Professional Adviser Awards

January 2024

Received the award for Chartered Firm of the Year by St. James’s Place

March 2024

We were named the Best Financial Advice Firm to work for in the UK!

May 2017

Tweed acquires Jamieson Wealth Management

February 2018

Circa £100 Million of Clients Assets Under Management

January 2020

Tweed acquires Melville Wealth Management

January 2021

Tweed Academy officially open for business

September 2021

Circa £350 Million of Clients Assets Under Management

March 2022

Callum Hamilton wins ‘paraplanner of the year’ for 2021

July 2022

Chris, our CEO, graduates with a MBA from CASS Business School

November 2022

The acquisition of MMWM meant we now service FUM over £435M

February 2023

Tweed Wealth Management shortlisted for the following Professional Adviser Awards:

‘Best Advisor Firm’ for Vulnerable client care
‘Best Advisor Firm’ for Scotland and Northern Ireland
‘Best Adviser Website’

Callum Hamilton shortlisted for ‘Young Achiever of the Year’ Award.

December 2023

We celebrated our 10th year!

March 2024

We were named the Best Financial Advice Firm in Scotland and Northern Ireland!

December 2013

Alison and Chris established Tweed Wealth Management Ltd

May 2017

Tweed acquires Jamieson Wealth Management

October 2017

Tweed acquires Stevenson Hamilton Wealth Management

February 2018

Circa £100 Million of Clients Assets Under Management

October 2019

Chris launches behavioural finance

January 2020

Tweed acquires Melville Wealth Management

April 2020

Circa £200 Million of Clients Assets Under Management

January 2021

Tweed Academy officially open for business

April 2021

Tweed acquires John Home Wealth Management

September 2021

Circa £350 Million of Clients Assets Under Management

October 2021

Tweed wins ‘International Adviser Excellence in Business Strategy’

March 2022

Callum Hamilton wins ‘paraplanner of the year’ for 2021

June 2022

Tweed becomes a Chartered Financial Planning Firm

July 2022

Chris, our CEO, graduates with a MBA from CASS Business School

November 2022

Tweed announces the acquisition of Macleod & Maccallum Wealth Management

November 2022

The acquisition of MMWM meant we now service FUM over £435M

December 2022

Winner of ‘Best Practice Adviser Awards’, ‘Best Adviser Firm’ and ‘Best Support Team’

February 2023

Tweed Wealth Management shortlisted for the following Professional Adviser Awards:

‘Best Advisor Firm’ for Vulnerable client care
‘Best Advisor Firm’ for Scotland and Northern Ireland
‘Best Adviser Website’

Callum Hamilton shortlisted for ‘Young Achiever of the Year’ Award.

November 2023

Alison win’s Team Lead of the year (small/medium firms) at the Professional Adviser Awards

December 2023

We celebrated our 10th year!

January 2024

Received the award for Chartered Firm of the Year by St. James’s Place

March 2024

We were named the Best Financial Advice Firm in Scotland and Northern Ireland!

March 2024

We were named the Best Financial Advice Firm to work for in the UK!

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.

Contact Us

Join us on social

Edinburgh

Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ

T: 0131 510 8610

Inverness

7 Connel Court, Ardconnel Street,
Inverness,
IV2 3EY

T: 01463 221 221

Inverness

Macleod & Maccallum
25 Queensgate,
Inverness,
IV1 1DG

T: 01463 258058

London

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

T: 0131 510 8610

Email us: tweed.wealth@sjpp.co.uk