Individual Wealth

Tweed Financial Services

Individual Wealth

Individual wealth can be built up in many ways, form saving on a regular basis, to grow in the property sector, receiving an inheritance or even winning the lottery. No matter what way it happens the main thing is that you receive the correct tailored advice for your individual circumstances to get that money working hard for you and your family and making sure it makes a difference in the way in which you plan it to.

It is vital to have a fully qualified adviser looking after your financial affairs so that you do not miss out on any opportunities that may be available in terms of investment options, tax efficiency moves and of course changes in legislation that the Financial Conduct Authority implement.

Safe guarding your wealth is vital whether it is having the appropriate Buildings/Contents insurance in place to cover a buy to let property or Life and Critical Illness cover protecting an outstanding mortgage, it could be the protection afforded an Investment in the form of the Financial Services Compensation Scheme in the event of Insolvency or in the case of Final Salary Pension Scheme’s then it’s the Pension Protection Fund to guarantee a certain level of pay-out in the event of the Scheme not having sufficient assets too.

On an ongoing basis a suitable Service Proposition is a fantastic way of sleeping easy at night knowing that your financial plans, which will in turn allow you to realise your goals and aspirations are being carefully monitored and adapted to your ever changing financial position are in a professionals hands.

Want to learn more about our Individual Wealth Management services and how we can help you make the most of your money?

Planning

We urge everyone as soon as finances dictate to start building a nest egg to allow you to maintain a good standard of living when clients eventually come to retire. Putting money into a pension has many tax advantages that are all slightly different depending on factors such as whether you are employed, self employed or run your own business, your income tax bracket and where you are domiciled. We liaise with accountants where possible to tailor individual solutions to maximise the tax breaks open to everyone.
Address

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

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