Take Control of Your Finances with the Tweed Budget Planner

Are you searching for a streamlined, straightforward way to gain control over your financial landscape?  We are happy to introduce our Tweed Budget Planner.

This accessible tool is easy-to-navigate and can help you effectively manage your income and expenses, paving the way towards achieving your financial goals, be it a dream holiday, home ownership, or a comfortable retirement.  The planner includes sections for tracking income and expenses, enabling you to see at a glance where your money comes from and how it’s being spent each month.

Remember, taking charge of your finances doesn’t have to be a daunting task. With our simple, free Excel Budget Planner, you can effortlessly monitor and manage your money, making smart financial decisions for a prosperous financial future. Start your journey towards financial freedom today!

View the Tweed Budget Planner

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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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