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.
Kind Regards,
Chris Tweed.
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.