Tweed Wealth announced as winner of International Adviser’s Best Practice Award.

2021 ended on a high, when Tweed Wealth was announced as the winner of International Adviser’s Best Practice Award for Excellence in Business Strategy in the UK.

The judges described us as “worthy winners, with a straight-to-the-point strategy – to set out with great clarity some real visions and business objectives that are soundly based and achievable.”

Recognition is always great, but I’m especially delighted with this award, as it reflects the hard work we have put into shaping this practice and the feasibility of our business plan. For the last two years I have been working closely with our management team to clearly set out that plan. Our aims are bold – to grow our client bank, to have a billion in funds under management, to be a truly UK-wide practice, and to make chartered status a basic standard for all UK advisers. This award vindicates our vision.

It was an in-depth and comprehensive application process that made us really think about who we are as a practice, and where we are going.  In particular, it prompted us to consider our short, mid- and long-term business plan, and to make sure that we had buy-in from everyone in the team. Thankfully, that continues to be the case and together we are aiming to lead this industry from the front. For example, five of our ten advisers are already chartered, and the rest are working towards that status imminently.

We will be aiming for plenty more awards in 2022, as this is the way to differentiate our practice in a crowded industry. We believe in our plans for the future of Tweed Wealth, and it’s wonderful to see that others do too.

I’d like to thank the entire team for their contribution to our win, as well as the professors of strategy at Bayes Business School, who helped shaped my own thinking.

2021 ended on a high, when Tweed Wealth was announced as the winner of International Adviser’s Best Practice Award for Excellence in Business Strategy in the UK.

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 […]

Read More
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 […]

Read More
Holly Gatensby

View All

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


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