UK Finance Awards 2026/ 12 Wealth Management Firm of the Year 2026 – Scotland In 2013, husband-and-wife duo Alison and Chris Welsh founded Tweed Wealth Management in Edinburgh. Although it was just the two of them, they had a clear and simple mission: to help people feel confident about their financial futures. A lot has changed in the last 13 years, but one thing that remains is that mission. Today, it is upheld by a team of 30 looking after more than 2,500 clients and £450 million in assets. We caught up with Alison for more on how Tweed is invested in its clients. Comprising forward-thinking financial planners for individuals, families, and businesses alike, Tweed Wealth Management takes a holistic approach to planning the financial future of every client. It looks at the bigger picture, matches its service to the situation, and delivers every aspect of financial planning based on what the client needs. So, whether a person is looking to begin their investment journey, wind down their corporate career, reduce their tax liability, or simply manage their wealth better, this team can help. As it works to make financial planning clear, collaborative, and centred around the life a client wants to live, Tweed has spent more than a decade building a comprehensive service portfolio that today covers every aspect of business and personal wealth management. All of these services are based on the client, and this is why every journey of scaling a business and strengthening trust begins with listening, so that the team may truly understand the priorities, values, and future plans of the person or business in front of them. From here, Tweed uses a combination of psychometric risk profiling and visual cashflow modelling to turn these in-depth conversations into a detailed financial plan. This, Alison explained, is the most rewarding part of what the team here do: “There’s no better feeling than seeing a client’s face when they realise they can retire sooner than they thought, that their business sale will allow them to pass something meaningful on to their children, or that they finally have a plan that makes sense of everything they’ve worked for.” Relationships remain at the heart of Tweed’s work, and its success in keeping this intact as it has grown comes from a knack for building the right systems. For example, the company’s bespoke Salesforce is home to more than 300 fields, with the information gathered going beyond the technical data it needs for advice to cover the little details clients care about. This means that, no matter who picks up the phone, clients feel known and cared for. And it shows. Tweed’s score on VouchedFor is an impressive 4.9/5, and all of its advisers have received ‘top rated’ status in the last couple of years. These numbers mean a great deal to the team here, who pride themselves on doing what they say they will do, treating people as individuals, and giving them peace of mind when it comes to their financial futures. All of this makes Tweed stand out in a sector where money is usually all that talks. “There are lots of firms that can manage money. What makes Tweed Wealth Management different is that we’ve built a business designed around people.” The strengths of this approach can be seen in the values-driven growth Tweed has achieved over the last couple of years especially, including expanding through acquisition and strengthening its presence in key locations, as well as launching its dedicated Sports Division to support professional athletes through the unique challenges of short careers and sudden life transitions. The latter especially is a major source of pride for Alison and the team, as it was developed with input from former athletes to make sure that it was relevant. Against the backdrop of these initiatives, Tweed has continued to grow and develop its team, thanks to its in-house Tweed Academy, which helps build technical skills and enhance communication across the team. Here, every new colleague is paired with a mentor, and quarterly reviews are held to guarantee people are learning from one another. Every new colleague was onboarded through this system, which reflects the technical excellence and client care that this company has built its leading reputation on the back of. In closing, Alison told us: “We are not just building a bigger firm, we are building a better one. A firm where growth strengthens the relationships we have with clients, where technology supports – rather than replaces – human connection, and where the ultimate measure of success is the confidence and trust that our clients place in us.” More on Tweed Wealth Management can be found at the web address below. Contact: Alison Welsh Company: Tweed Wealth Management Web Address: https://www.tweedwealth.co.uk/
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