Tweed Wealth Management

www.tweedwealth.co.uk

Forward-thinking financial planners for individuals, families and business owners. All our solutions begin with you and your needs, and we take a holistic approach to planning your financial future. This means we look at the bigger picture and match our service to your situation, offering every aspect of financial planning as required. From investment and tax planning to preparing for retirement, our solutions are designed to put your financial security first. FOR INDIVIDUALS & FAMILIES Helping individuals and families achieve their goals and plan their financial future. FOR BUSINESS OWNERS Helping business owners with advice and support to grow and protect their business. Tweed Wealth Management Ltd is a Senior Partner Practice of St. James's Place Wealth Management 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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Tweed is a trading name of Tweed Wealth Management Ltd Tweed Wealth Management Ltd is registered in Scotland, Number SC564880. Registered Office: 16 Rutland Square, Edinburgh, United Kingdom, EH1 2BB. © 2020 Tweed Wealth Management Ltd

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Forward-thinking financial planners for individuals, families and business owners. All our solutions begin with you and your needs, and we take a holistic approach to planning your financial future. This means we look at the bigger picture and match our service to your situation, offering every aspect of financial planning as required. From investment and tax planning to preparing for retirement, our solutions are designed to put your financial security first. FOR INDIVIDUALS & FAMILIES Helping individuals and families achieve their goals and plan their financial future. FOR BUSINESS OWNERS Helping business owners with advice and support to grow and protect their business. Tweed Wealth Management Ltd is a Senior Partner Practice of St. James's Place Wealth Management 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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Tweed is a trading name of Tweed Wealth Management Ltd Tweed Wealth Management Ltd is registered in Scotland, Number SC564880. Registered Office: 16 Rutland Square, Edinburgh, United Kingdom, EH1 2BB. © 2020 Tweed Wealth Management Ltd

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City (Headquarters)

Edinburgh

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Employees

11-50

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Founded

2014

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Social

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  • Founder and Chief Executive Officer of Tweed Wealth Management Ltd

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  • Helping Business Owners

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