Tweed Wealth Management Ltd

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Tweed Wealth Management Ltd

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

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 🚀

03/08/2026

We're hiring!

A client bank ready for you ✅
A team behind you ✅
A career built around long-term relationships ✅

We're looking for a CF30 approved adviser who puts clients first.

Full paraplanning and admin support with a very competitive salary + benefits.

Your next chapter starts in the Highlands.

Apply via the link below or email [email protected]

https://lnkd.in/e4cibQ8Y

20/07/2026

We are delighted to welcome our 2026 summer interns to Tweed Wealth Management this year - and what a summer so far! ☀️

Zach and Jack have joined us in our Edinburgh office, while Holly has returned to us for a third summer in our Inverness office.

Over the coming weeks, they’ll gain valuable experience across the business, learn more about the world of wealth management, and contribute to a range of projects alongside our team.

We’re looking forward to supporting their development, hearing their fresh ideas, and giving them a real insight into life at Tweed.

Please join us in giving them a warm welcome! 👋

15/06/2026

🏴󠁧󠁢󠁳󠁣󠁴󠁿Tweed Wealth is closed today for Scotland’s return to the World Cup 🏴󠁧󠁢󠁳󠁣󠁴󠁿

As a Scottish company, Tweed Wealth is closed today to mark Scotland’s World Cup return and let our team recover from the Countries celebrations at home and away. 💙

We are absolutely loving the videos of the Tartan Army already circulating, the celebrations are absolutely immense - keep it up team 🎉

We’ll be back tomorrow as normal.

Until then, enjoy the day, soak it up, and come on Scotland.

From all of us at Tweed.

Tweed Wealth Management

11/06/2026

🤍A very special week for team Tweed 🤍

Last week, one of our Financial Planners, Jamie, married his beautiful wife, Phoebe 🤍 Jamie is a hugely valued member of the team, and it was fantastic to see so many of the Tweed Wealth and Behavioural Finance teams come together to share such a special occasion 🥂

Congratulations to Jamie and Phoebe on a wonderful wedding day and the start of an exciting new chapter.

Here’s to love, laughter, and the future ahead. 🥂

Address

Verdant Building, 2 Redheughs Rigg
Edinburgh
EH129DQ

Website

https://tweedwealth.co.uk/

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