Business Details
19 Years
experience
Your Trusted Financial Advisers in Peebles
Established in 2007, Tweed Financial Services provides tailored financial advice for individuals and businesses across Peebles, Edinburgh, and West Lothian. Our approach prioritises understanding clients' unique objectives to maximise their wealth potential, avoiding generic solutions in favour of sustainable, personal relationships. With over 40 years of combined experience, directors Neil McDonald and Michael Cornforth hold Level 4 Diplomas, ensuring expert guidance through evolving financial landscapes.We offer flexible meeting arrangements, including home visits and office consultations at Chambers House, Peebles. Our technology-driven solutions enable real-time investment tracking and secure communication, complemented by regular reviews to adapt to changing circumstances. Client referrals and long-term relationships underscore our commitment to exceptional service standards regulated by the Financial Conduct Authority.
Services
Wealth Management
Retirement Solutions
Insurances
Inheritance Tax Planning
Corporate Wealth
Details
- Year established: 2007
Highlights and features
- We provide tailored financial solutions instead of generic products
- Directors hold Level 4 Diplomas with 40+ years combined experience
- Flexible meeting arrangements at client premises or our Peebles office
- Technology-enabled portfolio tracking with secure client communication
- Regulated by the Financial Conduct Authority since 2007
Associations and certifications
- Financial Conduct Authority
What people say
Confidence to make decisions
Turned our finances round
Financial freedom and flexibility
Excellent digital technology
Regular review meetings
Services
Wealth Management
Our wealth management service combines investment strategies with comprehensive financial planning to address affluent clients' specific needs. We create bespoke solutions through detailed consultations, considering both immediate requirements and long-term objectives. With expertise in navigating market fluctuations and legislative changes, we help clients preserve and grow their assets while maintaining tax efficiency.
Retirement Solutions
Specialising in retirement planning, we guide clients through complex pension options and income strategies. Our approach ensures sustainable income throughout retirement while adapting to changing circumstances. We help clients maximise tax-efficient withdrawals and manage investments to maintain their desired lifestyle throughout their retirement years.
Inheritance Tax Planning
Our inheritance tax planning service focuses on protecting family assets for future generations. We implement tax-efficient strategies to minimise HMRC liabilities while ensuring wealth preservation. This includes structuring investments and insurance products to maintain family wealth across generations while complying with current tax regulations.
Corporate Wealth Management
Tailored corporate wealth management solutions address business owners' financial needs alongside company objectives. We help optimise corporate finances, balance sheets, and employee benefits packages. Our service integrates business and personal financial planning to create cohesive strategies that support both company growth and owner wealth preservation.
Life Insurance Solutions
We provide comprehensive life insurance solutions to protect clients against financial risks from critical illness, disability, or death. Our approach ensures families and businesses maintain financial security during challenging times. We tailor policies to individual circumstances, focusing on tax-efficient protection strategies that align with overall financial plans.
People
Neil McDonald
Founding Partner
With over 19 years' experience, Neil McDonald co-founded Tweed Financial Services in 2007. He holds a Level 4 Diploma for Financial Advisers and specialises in creating bespoke financial solutions. Neil combines technical expertise with practical advice to help clients achieve their financial goals.
Michael Cornforth
Managing Director
Michael Cornforth has 25 years' experience in financial services, including 16 years at Cooperative Insurance. He holds a Level 4 Diploma and specialises in retirement planning and investment strategies. Michael focuses on delivering tax-efficient solutions tailored to clients' specific circumstances.
Charlene Friel
Senior Office Administrator
Charlene Friel brings 20 years' administrative experience to Tweed Financial Services. She manages client interactions and ensures smooth business operations. Her organisational skills and client-focused approach support the advisory team in delivering exceptional service.
Questions
What financial services do you specialise in?
We specialise in wealth management, retirement planning, inheritance tax solutions, and corporate financial advice. Our services cover both personal and business financial needs with tailored strategies.
How do you differ from larger financial institutions?
We offer personalised service without generic products, focusing on long-term relationships. Our flexible approach includes home visits and technology-enabled portfolio management tailored to individual client needs.
Where do you meet clients?
We meet clients at their preferred location including our Peebles office at Chambers House, 72 High Street, or at home/business premises for added convenience.
How do you use technology in your service?
We provide secure client portals for 24/7 portfolio access, instant valuations, and secure messaging. Our digital tools enable real-time investment tracking and efficient communication between reviews.
What are your fees?
Our fees are transparent and discussed during initial consultations. We provide clear information about charges before starting any work, with no hidden costs in our financial planning services.
