Protecting Your Wealth

Tweed Financial Services

Protecting Wealth

It is important when you have amassed your wealth to have it protected, firstly against the effects of and practice form investments companies and that’s where the Financial Services Compensation Scheme comes in protection for retail and corporate investors is vital.

Secondly would be protecting against the effects of taxation so planning to mitigate, Income tax, capital gains tax and inheritance tax are all to be consider and vary according to an individual’s financial circumstances. Thirdly protecting against the effects of inflation and charges, simply put if the Investment is not returning growth after charges and inflation are taken into account then the real purchasing power of that Investment is being eroded and will have a negative effect on future planning.

Want to learn more about our Lifestyle Protecting Services and how we can help you make the most of your money?


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

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