Get in touch with us on 0131 510 8610

oremail@tweedbusiness.co.uk

  • Edinburgh

    16 Rutland Square, Edinburgh EH1 2BB, Edinburgh EH1 2BB

  • Inverness

    7 Connel Court, Inverness, IV2 3EY, Inverness IV2 3EY

Our Team

Ready to help your business

Our team

Chris Tweed

Co-Founder & CEO of Tweed Wealth Management Ltd

Co-Founder & CEO of Behavioural Finance Ltd

Co-Founder & Director of Tweed Business Advisory

Paul Rowley

Director of Tweed Business Advisory

Certified Value Builder

Senior Financial Planner at Tweed Wealth Management

David Moon

Business Development Executive

Alison Welsh

Co-Founder of Tweed Business Advisory

Co-Founder and Managing Director of Tweed Wealth Management Ltd

Chris Tweed
Co-Founder & CEO of Tweed Wealth Management Ltd

Co-Founder & CEO of Behavioural Finance Ltd

Co-Founder & Director of Tweed Business Advisory
  • Specialism // Entrepreneurs & Business Owners
    Chris is a serial entrepreneur and regulated financial planner. In 2013 Chris founded Tweed Wealth Management with his wife Alison which has grown to become one of the largest wealth managers in Scotland. Chris continues to deal with a small cohort of his closest clients but increasingly is involved with the strategic direction of the company and the identification of possible target acquisitions. Chris also runs the adviser recruitment process for the business and is involved with the Tweed Academy training program.

    In 2019 Chris was awarded a Professional Excellence scholarship to study for an MBA at CASS Business School in the City of London. Cass is one of the world’s leading business schools and was recently rated best Business School for Strategy in Europe.

    Chris is also the CEO and founder of Behavioural Finance Ltd. a fintech firm which builds software to support the Wealth Management industry. Their breakthrough software Wealth Personality is about to release to the UK market and has already attracted the attention of some of the largest institutions both sides of the pond. The founding team believes that Wealth Personality has the potential to revolutionise the delivery of wealth management, particularly in an increasingly digital post Covid-19 environment.
  • Qualifications & Professional Development
    DipPFS
    Advanced diploma in pension planning (AF3)
    Cert CII (MP & ER)

    Chris is undertaking a Master of Business Administration (MBA) at CASS Business School
  • Personal Interests
    Aside from overseeing the client advice side of the business in Edinburgh and London, Chris has a passion for technology and business and is busy studying for his MBA at CASS. When downtime is required, Chris is a keen sailor and loves exploring the Scottish isles with wife Alison and their new baby girl Emily.
Paul Rowley
Director of Tweed Business Advisory

Certified Value Builder

Senior Financial Planner at Tweed Wealth Management
  • Paul is a regulated Financial Planner with a background in professional sport. His first career after leaving University, where he achieved a Bachelor’s Degree in English, was as a professional Rugby Player with a number of elite level clubs including Munster, Plymouth Albion, London Welsh and finally Ulster. While playing in London he began to pursue a career in finance and once his time with Ulster came to an end he decided to requalify as a Wealth Manager. He has also latterly been involved with the establishment of his wife’s Pilates business in West Lothian.

    Paul brings a wealth of knowledge to the table as a financial planner to families and businesses across Scotland and the UK, whilst his time as a professional sportsman helps him to cultivate a competitive mindset within any coaching environment. He has worked with countless business owners, helping them on their journey to financial security. It’s a blend of both experiences that leave him well equipped to deal with the ups and downs of running a business, and working towards a common goal, while offering something slightly different to the TBA team.
  • Qualifications & Professional Development
    DipPFS
    Cert CII (MP)
    New Media & English Degree
    St. James’s Place Wealth Management Academy
  • Personal Interests
    When Paul’s not at work, he and his wife Lucy are busy taking care of their daughter Renée. He’s also an outdoorsy type who likes to explore Scotland with his family and his four-legged friends. Paul is also a keen reader, likes travelling, and socialising with his friends and family.
David Moon
Business Development Executive
  • David worked at NatWest for 37 years both in London and the North East. His roles saw him involved with PLCs and large corporates before pursuing roles in Corporate Insolvency and a national role in Payments. He moved to the North East in 1997 where he successfully established and developed a Business Development role with the Bank, sourcing and developing relationships with new clients within the SME space across a number of different sectors.

    In 2017 David joined a large North East Accounting Practice to help develop their external Business Development approach and also to help their corporate finance clients understand
  • Personal Interests
Alison Welsh
Co-Founder of Tweed Business Advisory

Co-Founder and Managing Director of Tweed Wealth Management Ltd
  • Specialism // Business Management
    Experience: Co-Founder and Managing Director of Tweed Wealth Management Ltd

    Founded in 2013 Tweed Wealth was set up by husband and wife team, Chris and Alison.

    The business has grown over the last 7 years to become one of the largest Financial Planning Providers in Scotland, providing both tailored financial planning to individuals and families as well as corporate advice for SMEs and Entrepreneurs across the UK.

    Alison’s background in consultancy and her First Class Honours degree in Business made her a natural fit to build the operations within Tweed whilst focusing on their growth strategy.  During the last 7 years as Managing Director of Tweed Wealth Management she has successfully steered the business through three separate full acquisitions, full operation team mergers, office relocations and a full rebranding exercise, all the while maintaining a steady business growth rate of more than 25% year on year.
  • Qualifications & Professional Development
    First Class Honours in Business.
  • Personal Interests
    Alison and her husband Chris are proud parents to their beautiful daughter, Emily. She’s also always keen to get out on the open water to feed her lifelong passion for sailing.