Adam Tweedie

As a Financial Planner, I specialise in helping busy professionals and business owners stop guessing and start growing their wealth with clarity and confidence.

Having experienced the challenges faced by entrepreneurs first-hand, I’m passionate about empowering clients to make informed, strategic financial decisions that align with their life goals.

I help my clients move shift feeling financially overwhelmed to feeling confident, organised, and in control.

My approach is built on goals-based financial planning. I recognise that everyone’s ambitions are unique, and through thoughtful, tailored planning, I help turn those goals into reality.

When you work with me, you can expect:

• Bespoke advice designed specifically around your needs and aspirations.
• Access to a leading range of investment solutions and strategic planning tools.
• A long-term partnership built on trust, transparency, and results.

If you’d like expert guidance on any aspect of Financial Planning, I’m always happy to help feel free to get in touch.

The value of your investment can go down as well as up. You could get back less than you invested.

Whiteleigh Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

SJP APPROVED XX/XX/XXXX