Tweed Financial Services Ltd

Home
Referral Listings
Tweed Financial Services Ltd

Tweed Financial Services Ltd was established in 2007 by David Swan, Michael Cornforth and Neil McDonald, who between them have over 60 years experience in the Financial Services Industry. The aim of the company was to build a professional, reliable face to face service for clients who require financial help or advice, or who may be disillusioned with other providers that have either withdrawn or going to withdraw the personal contact or service. Tweed Financial Services Ltd provide a friendly confidential service either in the comfort of your own home or at our office in Peebles High Street at a time that is suitable to the client. The cost of the initial Consultation will be met by Tweed Financial Services.

Tweed Financial Services Ltd provides personalised investment planning and wealth management advice to successful business owners and high-net-worth individuals across the Scottish Borders. The firm draws on over 60 years combined experience in financial services and offers face-to-face client relationships. Solicitors specialising in estate planning, accountants managing business owners' personal tax affairs, and business brokers should refer clients with significant assets requiring strategic wealth planning. A referral is timely when a business owner has accumulated substantial wealth and requires coordinated advice on investments, tax efficiency, and wealth transfer, particularly when preparing for business sale or succession planning.