Wealth management firm wins double at national awards

A leading Scottish wealth management firm has cemented its position as the best in the industry after picking up two prestigious wins at a national award ceremony.

Tweed Wealth Management has been named the Best Financial Advice Firm in Scotland and Northern Ireland and Best Financial Advice Firm to work for in the UK at the Professional Advisor Awards, which recognise excellence across the UK financial advice community.

The firm was selected for the sought-after titles after undergoing a rigorous two-part assessment process managed by Best Companies Group, coming out on top against more than 250 firms in the UK.

The award evaluated workplace policies, practices, and demographics, alongside an in-depth employee survey measuring the staff experience, which accounted for 75% of the final scoring.

Alison Welsh (pictured above), Co-Founder and Managing Director of Tweed Wealth Management said: “From day one, we’ve taken great pride in nurturing a positive culture and progressive workplace at Tweed Wealth Management. This latest recognition is a testament to the hard work of our talented team in delivering for our clients across Scotland and beyond.

We are delighted to have been awarded these two honours; it’s a great reflection of our team’s commitment to providing an exceptional service to clients while being an outstanding employer.”

Tweed Wealth Management’s double award success comes after celebrating its milestone 10th anniversary. The 32-strong firm has grown substantially since being founded in 2014 and now manages around £500 million of client assets.

The firm has achieved this growth through a combination of organic success and completing several strategic mergers and acquisitions, including five deals over the past seven years.

Chris Tweed, CEO of Tweed Wealth Management, said: “Being named the Best Financial Advice Firm in Scotland and Northern Ireland, as well as one of the UK’s Best Financial Advice Firm to Work For, is an outstanding achievement.

We have purposefully cultivated the ideal environment for our expert advisers to thrive while focusing on delivering exceptional service and trusted advice for clients. As we continue to grow our firm’s national presence, these awards will help reinforce our credentials as an employer of choice for the industry’s top talent.”