An online magazine for and about businesses of all sizes, in Edinburgh and beyond
Tweed Wealth Management has announced the acquisition of a personal-finance consultancy, The James Boyd Practice.
James Boyd, a financial consultant with 30 years of industry experience, has run his practice for 17 years, operating as part of St James’s Place.
He said: “I’ve had the pleasure of knowing Chris and Alison Tweed for many years and have every confidence that they will show the James Boyd client portfolio every level of care, as my team and I have.
“Next for me is a well-deserved retirement.”
Chief executive and co-founder of Tweed Wealth Management, Chris Tweed added: “James has built an exceptional business based on trust, client-focused service and values that align perfectly with ours.
“This acquisition strengthens our commitment to having a presence in every region of
Scotland while maintaining the personalised approach our clients value.
“Our aim for Tweed continues to be creating a forward-thinking financial-advice practice that supports families and business clients while providing opportunities for talented professionals to achieve great things.”
Previous acquisitions by the wealth-management firm includes Melville Wealth Management, Stevenson-Hamilton Wealth Management, Jamieson Wealth Management, John Home Wealth Management and the wealth-management arm of Macleod & MacCallum.
The firm, which has a 15-strong team and offices in Edinburgh, Glasgow, Inverness and London, said that the latest acquisition contributes to its growth trajectory, as it approaches £1bn in assets under management.
Photography: Tweed Wealth Management, of Chris Tweed
