Tweed Wealth Management Ltd

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Tweed Wealth Management Ltd

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Forward-thinking financial planners for individuals, families and business owners.

09/10/2026

A lovely way to finish the week! 🏆

We’re delighted to have been named Wealth Management Firm of the Year 2026 – Scotland, marking our third consecutive year of recognition from SME News.

Our team have worked incredibly hard this year, and we’re so proud to see their dedication recognised. The care, effort and commitment they bring to supporting our clients every day make this a real team achievement.

Thank you to our clients for your continued trust and support and to every member of Team Tweed for everything you do. 👏

06/10/2026

Four sittings, 150 clients, 80 bottles of w**e and - a wonderful introduction to "Cloud" shots… what a fantastic couple of days in Inverness! 🥂

Across lunch and dinner on Tuesday and Wednesday last week, we welcomed clients from throughout the Highlands and Islands to Cafe 1 for our latest Tweed client event.

Chris, Paul and Darran delivered presentations, while seven of our Tweed financial planners, our mortgage adviser and three of our client managers were all there to catch up with clients and enjoy lots of genuinely good conversations.

Guests also left with a little Tweed swag, always a joy seeing the brand on new goodies 🥰

A huge thank you to everyone who joined us and to the team at Cafe 1 for looking after us so well. as always. It was brilliant to spend time together and reconnect with so many clients in person.

On a diet now!

Until next time, Inverness! 🤍

24/09/2026

WE DID IT! ⛰️

Last Friday, 23 members of the Tweed Wealth, Tweed.AI and Tweed Paraplanning teams took on Ben Lomond—and the mountain certainly made us work for it!

We faced thick fog, driving rain, strong winds...and hailstones! but everyone dug deep and we made it 🤍

Thanks to the incredible generosity of our colleagues, families, friends, clients and contacts, we raised an amazing £2,635. This will be matched pound-for-pound through the SJP Charitable Foundation, taking the total impact of our challenge to ***£5,270.***

We will split the funds across two amazing charities this year: LoveOliver and The Yard Scotland - two brilliant charities supporting children and families across Scotland.

A huge thank you to everyone who walked, donated, shared our page or cheered us on.

Every contribution helped us reach this fantastic total—and made every wet, windy and hailstone-filled step worthwhile!

08/09/2026

Recently 11 brave souls from our Edinburgh office took on the Linlithgow Ale Trail… purely for team-building purposes, of course! 🍻🚂

A brilliant afternoon and a very respectable effort from everyone involved. Thanks to all the venues that welcomed us along the way.

02/09/2026

The votes were counted, the mountain was chosen — and on 18th September, the team take on Ben Lomond! 🏔️

We're lacing up our boots and heading for the most southerly of the Munros in support of our chosen charity, LoveOliver , raising funds via the SJP Charitable Foundation.

Love Oliver does incredible work supporting families affected by childhood cancer, and we're proud to be walking for them. Every donation, big or small, makes a real difference — and gives us that extra push up the hill.

🤞Please sponsor the team here ➡️: https://www.justgiving.com/page/tweed-wealth-management-11

Wish us luck (and good weather)!

24/08/2026

Some lovely news from the Tweed team… Our very own Allanah from Tweed Paraplanning Ltd is engaged! 💍

A huge congratulations to Allanah — we’re all absolutely delighted for you both.

Now for a very different kind of planning… 🥂🤍

21/08/2026

🏆 World Cup Sweepstake Winners! ⚽️

a bit late to share but congratulations to our winning team, who have finally collected their highly prestigious prizes… a bottle of Buckfast to Alan for worst team 🍾

Slight confession: we forgot to have the actual bottle available for the photo, so AI has very helpfully stepped in. 🤖

Well done, lads! 🏆

18/08/2026

We've been doing this for a long time… and we still love sharing knowledge with our clients.

Our latest newsletter is packed with practical information designed to help you stay informed and make confident financial decisions.

If you're one of our clients, your Summer 2026 edition will now be in your inbox.

Happy reading! 📖

12/08/2026

Most financial plans are built around one goal: growing wealth.

But ask yourself this: “What happens to that wealth, and to the people counting on it, the day everything changes?”

A serious illness. An injury that takes work off the table. Losing a partner without warning.

Nobody likes to dwell on these scenarios but the reality is that the families who have thought them through in advance are in a fundamentally stronger position than those who haven't.

At Tweed Wealth, we are diving deeper into this topic with our clients because we believe that protection deserves the same attention as growth.

To start, we have created a practical, no-nonsense resource: The What If Guide - Protecting What Matters Most.

Inside the guide, you will find the key questions every family should be asking laid out in a clear, actionable framework. No jargon. No pressure. Just clarity on where you stand and what to do about it.

If you would like us to send you a copy, follow the link: https://mail.zipgroup.co.uk/h/signup/r/27A4D7E51C3FA757

Tweed Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 31/07/2026

11/08/2026

Our first TweedLabs 🚀

Three businesses. Mixed teams. One challenge. And just 90 minutes to use AI to turn an idea into something they could pitch to the room.

A brilliant way to get our teams experimenting with AI, thinking differently and working with people they don’t normally work alongside. 💙

Great energy, great ideas — and definitely some healthy competition! 👀

Bring on the next one 🚀

Address

Verdant Building, 2 Redheughs Rigg
Edinburgh
EH129DQ

Website

https://tweedwealth.co.uk/

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