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Welcome to our first 2023 newsletter!

Hello,

Welcome to our first 2023 newsletter! We hope you have had a lovely summer with family and friends!

In true Tweed spirit we have a number of updates for you from our latest Charity Challenge, the latest SJP App, our Online Services and much more.

We hope you enjoy this newsletter and please do reach out to the team should you need anything or have any questions.

CHRIS TWEED CEO

Secure the best Mortgage rate with us.

As well as Pension and Investment Planning, we also provide access to mortgages, an integral part of the diverse financial solutions we can provide to our clients.

We know that the renewal of your mortgage is a significant event, especially in today’s climate, which is why we’re keen to ensure you secure the best possible rate.

Our mortgage department are committed to leveraging all of our resources and expertise to help secure the best rate for you we possibly can. To facilitate this, please share your mortgage renewal dates with us. By doing so, we can proactively assist you in evaluating the market at the correct time.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Get in touch with us today

Quarterly market update.

US tech companies lead positive Q2 has been announced. You can read the full article below.

Team Tweed’s 2023 Charity Challenge.

Our challenge this year is to walk the scenic Scottish Countryside route of Callander to Killin, just short of 22 miles!

We will set off on Friday 22nd September and it would be great for your support!

All funds raised will be matched and donated to St. James’s Place Charitable Foundation.

If you would like to support us and the Charitable Foundation or follow our progress then please see our JustGiving link below.

https://www.justgiving.com/page/tweed-wealth-management-1688113371065?newPage=true

SJP APP.

We are excited to introduce a powerful tool that will help you stay informed about your investments.

The St. James’s Place Online App is now available, offering you access to valuable insights at your fingertips.

We strongly encourage you to register for this app, enabling you to view your investments, track valuations, and monitor performance whenever and wherever you desire.

You can download the SJP app via the Apple App Store or Google Play Store.

And any questions feel free to get in touch!

Doc Portal.

Fed up with searching through piles
of papers for important financial documents?

With our Tweed DocPortal app, you can hold all your files in the palm of your hand, and with a handy search function, you’ll never have to waste time rummaging through old filing cabinets again! We are proud to be offering the Tweed DocPortal to all of our clients as part of our service.

Please do get in touch with the team and we can introduce you to DocPortal!

You can download the Tweed DocPortal app via the Apple App Store or Google Play Store.

Story of TWM.

It is coming up to an important milestone for Team Tweed, 10 years of Tweed Wealth Management.

Let us tell you the Tweed story, from the very beginning to the here-and-now.

This is how we came to be. Our Story

Insights
Why income protection is more than just a safety net

At a glance Income protection offers the peace of mind that your home, family and lifestyle aren’t affected if you’re unable to work because of illness or injury. Proper income protection also means you won’t be using tomorrow’s money to cover today’s expenses – so you protect your savings and stay on track for the […]

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Insights
Why income protection is more than just a safety net

At a glance Income protection offers the peace of mind that your home, family and lifestyle aren’t affected if you’re unable to work because of illness or injury. Proper income protection also means you won’t be using tomorrow’s money to cover today’s expenses – so you protect your savings and stay on track for the […]

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Newsletters
Welcome to our first 2023 newsletter!

Hello, Welcome to our first 2023 newsletter! We hope you have had a lovely summer with family and friends! In true Tweed spirit we have a number of updates for you from our latest Charity Challenge, the latest SJP App, our Online Services and much more. We hope you enjoy this newsletter and please do […]

Read More
Alison Welsh

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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

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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