No two clients are the same so we make sure we understand your personal and/or business objectives in order to realise your wealth’s full potential. As such we won't try to sell you one of the off-the-shelf solutions proffered by larger impersonal companies, we prefer instead to focus on the benefits of a single, sustainable and more personal relationship for all your financial planning needs. Essentially, we offer our very best service to develop long-term relationships.
Our day to day business involves guiding our clients, with investable assets over £150,000, through the complex tasks of planning their finances to ensure their short, medium and long-term objectives are met and realised.
In an ever-changing landscape —in terms of market conditions, legislative changes, employment directions and family circumstances — it is vital to seek out the help of a friendly professional wealth management consultant, to help you navigate this potential minefield of information and options, and come out the other side with a comprehensive yet flexible and tax-efficient plan that will enable your dreams to materialise.
Where We Excel
At today’s hectic pace, with everyone constantly on the go and actively busy with the demands of work and health and family life, we really do understand the true value of time. And this is where Tweed Financial Services Ltd sets itself apart and excels, by meeting our clients at a time and place that suits them, rather than us. If that means in the comfort and privacy of your own home — where you'll have everything required to hand — then simply tell us a time that's convenient to you... and consider it done!
Alternatively, we have our office at Chambers House on Peebles' High Street, where we also arrange meetings in our relaxed, friendly, and confidential environment. During your lunch hour? Not a problem.
We also make the most of the latest technology where possible which allows us to develop our relationship with our clients, not only face to face but through multiple channels, for example email and secure messaging.
Our whole business ethos of delivering positive outcomes for our individual clients follows the same processes throughout our business model:
• Assess • Research • Recommend • Review
We deliver our commitment by:
Providing personal face-to-face financial advice
Giving you the opportunity to review your financial affairs regularly
Effectively managing your investments performance and your expectations via our technology-based solutions
Keeping you informed of the latest news and any legislative changes that might affect your personal situation
Listening to your feedback
Ensuring that our dealings with you are sensitive to your goals and aspirations
How we use the latest technology to give you even greater insight and control over your assets.