Tweed Wealth Management
Tweed Wealth Management is a financial advisory firm that offers financial planning services for individuals, families, and businesses. They focus on aligning their services with clients' specific situations to address financial security and growth.
- Tax Planning
- Investment Planning
- Retirement Preparation
- Business Financial Advice
- Financial Planning for Individuals & Families
Locations
Competitors
Financial Relationships LLP is a firm of financial advisers based in London, providing tailored financial planning services for both individuals and businesses.
Company Details
Tweed Wealth Management is operated by Tweed Wealth Management Ltd and is a Active company incorporated on 3 May 2017 with the registered office located in Edinburgh, City of Edinburgh. Tweed Wealth Management Ltd was registered 8 years ago.
Status
Active
Size
Small
Directors
2
Age
8 years old
Employees
15
Turnover
Unreported
Total Assets
£5.64M
Cash in Bank
£45.41K
Total Liabilities
-£4.04M
Teams
21
15
11
6
1
Founder & CEO Of Tweed Wealth Management Ltd • Joined Dec 2013
Co-Founder And Managing Director • Joined Dec 2013
Client Manager • Joined Apr 2021
Client Manager • Joined Jun 2024
Client Manager • Joined Jan 2022
Client Manager • Joined Jan 2017
Client Manager • Joined May 2024
Paraplanning Manager • Joined Feb 2023
Commercial Director • Joined Feb 2023
Team Administrator • Joined Apr 2024
Co-Founder And Managing Director • Joined Dec 2013
Paraplanning Manager • Joined Feb 2023
Commercial Director • Joined Feb 2023
Team Administrator • Joined Apr 2024
Business Consultant • Joined Apr 2022
Financial Planner • Joined Sep 2021
Paraplanner • Joined Jan 2022
Financial Planner • Joined Nov 2017
Chartered Financial Planner • Joined Apr 2021
Senior Financial Planner • Joined Oct 2016
Client Manager • Joined Apr 2021
Client Manager • Joined Jun 2024
Client Manager • Joined Jan 2022
Client Manager • Joined Jan 2017
Client Manager • Joined May 2024
Commercial Director • Joined Feb 2023
Paraplanning Manager • Joined Feb 2023
Financial Planner • Joined Sep 2021
Paraplanner • Joined Jan 2022
Financial Planner • Joined Nov 2017
Chartered Financial Planner • Joined Apr 2021
Senior Financial Planner • Joined Oct 2016
Paraplanner • Joined Jan 2023
Paraplanner • Joined Jan 2023
Financial Planner • Joined Aug 2023
Paraplanner • Joined Sep 2023
Founder & CEO Of Tweed Wealth Management Ltd • Joined Dec 2013
View 21 members