Stay Safe

Covid-19 Notice

Due to Covid-19, Tweed Financial Services Ltd are adopting the Government guidelines and are now working remotely and will have no face to face contact with our clients at this time. For clients who have financial reviews coming up we will contact you and carry this out over the telephone as we are aware that with the market volatility you may have some concerns. If you require any assistance, please do not hesitate to contact Neil on 07976759237 or Michael on 07976219057 and they will be able to assist.

Please be assured that Tweed Financial Services are working and completely contactable.

We hope all our clients stay safe through these unprecedented times.

Thank you for your understanding.
Tweed Financial Services

Why Choose Us?

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.
navigating minefields

How We Can Help You

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.
Keeping Pace

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

Technology

How we use the latest technology to give you even greater insight and control over your assets.

Address

Chambers House,
72 High Street, Peebles,
Peeblesshire, EH45 8SW.
Tel/Fax: 01721 721618

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