Tweed Wealth Management Information

Forward-thinking financial planners for individuals, families and business owners. All our solutions begin with you and your needs, and we take a holistic approach to planning your financial future. This means we look at the bigger picture and match our service to your situation, offering every aspect of financial planning as required. From investment and tax planning to preparing for retirement, our solutions are designed to put your financial security first. FOR INDIVIDUALS & FAMILIES Helping individuals and families achieve their goals and plan their financial future. FOR BUSINESS OWNERS Helping business owners with advice and support to grow and protect their business. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Tweed Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. Tweed Wealth Management is a trading name of Tweed Wealth Management Ltd. SJP Approved 12/11/2025