About Us

Tweed Financial Services was born back in March 2007, with the aim of providing a private, convenient and professional financial advice service for both private and corporate clients in the Peebles, Edinburgh and West Lothian areas.

Since then, our business has grown and expanded its horizons through the connections we have consolidated with Accountants and Solicitors, as well as the many referrals we have received from existing clients, which in itself is testimony to our very high service standards.

During this period of growth we have adapted our business and services to suit the ever-changing guidelines of our regulator, the Financial Conduct Authority. The directors and financial advisers Neil McDonald and Michael Cornforth hold the necessary Level 4 Diploma for Financial Advisers, and share 40 years financial advising experience between them, which enables us to deliver positive outcomes for clients every time.

Who We Are

Michael Cornforth

Managing Director/Financial Adviser
Michael started his career in the Financial Services sector back in 1989 when he started as a Financial adviser with Wesleyan and General, He then progressed to the Cooperative Insurance (CIS) two years later to further advance himself. Michael was with the CIS for the best part of 16 years where he sat his Financial planning certificates to further advance his financial adviser qualifications...
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    In 2004 Michael was offered the sales managers job in the London Road office of the CIS. From there Michael decided that the service levels within the CIS where failing and didn’t like how his clients were losing that face to face personal service so decided to become a Whole of Market Adviser, from 2007 Michael has been looking after his clients through Tweed Financial services.

    Michael is a fully qualified adviser, with particular expertise helping clients prepare for the transition from work to retirement, also giving advice in the investment market be it through Isa’s, collective investments or financial planning solutions to help clients secure their desired lifestyle throughout their lives AND to mitigate any potential inheritance tax (IHT) liability.

    Michael lives in the Murieston area of Livingston with his wife Pamela and has four grown up boys that share the same football hobbies, they all love going on holiday together and all have a great passion for Kenya where they along with a project from the Boys Brigade have built a school and visit on a regular basis to continue to nurture and build the school up to the best that it can be.

Charlene Friel

senior office administrator
As a vastly experienced senior office administrator, Charlene started her career 20 years ago in the Cooperative Insurance office at Logie Green, where she built up a great knowledge of the day to day running of a large office.
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    In 2007 she started working with Tweed Financial Services Ltd in our Peebles office, her many roles include dealing with clients face to face and making sure the business admin side is on point.

    In her spare time Charlene enjoys spending time with her husband and two children aged 4 and 8, her hobbies include, keeping fit at her local gym, baking cakes and watching her son Rory playing football for his local club.

    A keen runner she has recently completed her first 5km race, where she was raising funds for Poppy Scotland.

Neil McDonald

Founding Partner
Founding Partner of Tweed Financial Services Ltd back in 2007. Neil started his financial industry career back in 1998 and has more than 19 years’ experience as a financial adviser working with some of the industry leaders to provide bespoke financial solutions for his clients, both corporate and retail. Neil attained his Level 4 Diploma status in April 2012.
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    Neil is married with 2 daughters aged 10 and 7. In his spare time he enjoys coaching the girls' Under 11 football team for Bonnyrigg Rose... and running.

    In 2015 he completed a Half Marathon and then the Marathon in 2017, raising over £2,000 for charities such as Cancer Research, Health in Mind and CHAS.

Find Us

72 High Street, Peebles.

Talk To Us


Address

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

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