Living as we do in a fast-lane tech-driven world, it's easy to understand how we struggle to find the time and can so easily neglect our financial planning. Until, that is, the day arrives when our plans should be paying dividends — and allowing us to enjoy spending the funds we have built up, whether pensions or investments — but instead we are left wondering where it all went wrong.

Tweed Financial Services Ltd are very much of the belief that once the initial advice and recommendation is made and recommendation implemented we try where possible to facilitate the topping up of pensions and investments at the click of a button — with no limits within terms of how much you want to pay in or how often you want to make it. The feedback that we have had from many clients that follow this process and see the gaps in their financial planning being bridged by their own proactive actions has revolutionised our client’s investment process and we have been encouraging this through our business model.

The use of this technology benefits the clients greatly when it comes to costs and time management as this can be done anytime, anywhere by anyone. Which in turn it allows us at Tweed Financial Service Ltd to look after, preserve and grow our client’s wealth and perform the vital client reviews.

Regardless of where the client is and in terms of their financial planning or location, we are able to continue our ongoing relationship by setting up their own unique client website (see below). This allows them to interact with us 24 hours a day 365 days a year allow our clients to track the progress of their investments or any opportunities that may present themselves in terms of top ups when the market conditions give more value for money.

Want to learn more about our personal client websites that will help you make the most of your time and money?

Personal Client Websites

Features & Benefits

Top up

Top up online through tablet, computer phone at any time of the day 365 days a year.

Instant valuations

Doesn't matter where you are, you can log in and get instant valuations, any time, any place.

Transparency

Transparency knowing that all documents are held in one place for easy viewing.

At your convenience

Top up at your convenience this allocates your money to retirement planning rather than being squandered.

Achieve Objectives

Gives you confidence that you are achieving your objectives.

Instant Recap

You can recap on discussions that you have had with your financial adviser at the click of a button.

Instant Top Up

This enables clients to instantly utilise end of tax year allowance, which means they'll never miss out on potential, and vital, tax efficients.

Secure Messaging

This enables clients to communicate privately and securely with their Financial Adviser whenever the need arises, 24/7.

Quick Review

This enables clients to instantly notify their Financial Adviser if there is a change in circumstance.
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"Arranging my pension planning, so that I have the flexibility to retire when it suits me is one of the most important decisions I've ever made. I was impressed with the professionalism, knowledge and advice Neil delivered in the process, which has given me and the family the financial freedom, flexibility and security we required. The growth is impressive notwithstanding the current economic challenges. The digital technology to keep up to date with my investments is excellent and regular review meetings ensure our financial objectives are kept on track.

Dave Crichton

Address

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

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