On behalf of everyone at Tweed, I would like to welcome new clients joining us from Melville Wealth Management.
When Tom and I first sat down to discuss this acquisition, the thing that clearly linked both practices was a willingness to go beyond financial planning – to develop strong bonds with clients and to shape their lives in more meaningful ways.
At this time of change, we’re working hard to foster a sense of continuity. We don’t want new opportunities to come at the cost of our personal touch. That’s why we are making two promises to our clients. First, we guarantee that you’ll be able to continue working with your preferred financial planner. Second, if you have any questions or concerns, our doors will always be open to you.
If you want to get to know me or the team better, the Tweed office is just a short walk from Melville Street you can find out more about our people here. We also hold several events throughout the year, including a (lockdown dependant) summer BBQ that I hope you will be able to attend.
“I am delighted to be part of the team at Tweed and thank all those who have made the transition so smooth. I would also like to take this opportunity to thank our clients at Melville Wealth Management for their patience and understanding throughout this process. Our goal at Tweed will be to continue to exceed your expectations and help you to achieve your goals and objectives.”
Our clients welfare is of the upmost importance to us and we always endeavor to provide help and support that goes above and beyond wealth management. With this in mind we wanted to share some very useful information that will hopefully offer some support during the difficult circumstances we are all facing.
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.