Gemma Wood - Chartered Financial Planner with Tweed Wealth Management Ltd

I am a Financial Planner helping you feel secure and in control of your money and goals.

Looking to guide you to a better financial future and get you retired on your terms.

Photos from Gemma Wood - Chartered Financial Planner with Tweed Wealth Management Ltd's post 13/09/2022

The beginning, middle and end of our 16.6 mile, 7.5 hour walk around Edinburgh hitting all 7 summits. By Arthur’s Seat I didn’t think my hip would make it but we kept going and managed it! Much more of a challenge (for me) then you’d think. So raising well over £1,000 (which then gets doubled by SJP) is amazing!!

21/04/2022

Spring blossom is my absolute favourite. My street is lined with it and it will now be my home office view for a few days/weeks. Spring has definitely sprung and I myself my just be coming out of my social media hibernation. We’ll see!

Photos from Gemma Wood - Chartered Financial Planner with Tweed Wealth Management Ltd's post 24/11/2021

I did a thing! I asked to come and sort out my 7 years old bedroom, which was getting out of control!! It was the best decision ever because:
🙄her room was really starting to stress me out
🎄🎂 Christmas & Birthday around the corner, it was going to get worse!
⏰I was not making time to sort it out.
Having Gemma take charge of this was incredible:
🌟time blocked in the diary and a commitment to get it done
🌟She has the best sense of space & organising in a way I could never have achieved
🌟She helped me make quick decisions to move things out of my house
🌟She had an exit strategy for all the stuff and took it away in her van. Magical!!
🌟The labelling of things is so helpful and use of all boxes we had super cost effective!
🌟A week on it’s still immaculate, so easy to tidy and my kid ❤️s her new room!!
I can not tell you how pleased I at this small investment of time and ££ into my home!!

Gemma Wood | Adviser | Wealth Personality 08/11/2021

What’s one of the most powerful things you can to do to cur your carbon emissions? ⛽️ 🤔
Realigning your relationship with money as you plan for retirement could cut carbon significantly more than going veggie, giving up flying, and switching energy provider. 🔋

Discover your WealthPersonality® today and learn how to align your financial goals with the things that can make for a better environmental future for us all! 🌍

• Free to use & share
• No financial information required
• Takes less than 5 minutes
• Bespoke report emailed immediately
• Compare results with friends/family

https://wealthpersonality.co.uk/adviser/gemma-wood

Gemma Wood | Adviser | Wealth Personality Wealth Personality - Your wealth personality, analytics and report.

17/03/2021

It’s never too late to early or too late to take control of your financial life. I know the comfort and reassurance that women experience once they feel fully in control of their financial affairs both now and for their future. To help more women feel more confident with their financial planning I am hosting a complementary online workshop where I will guide you through the key elements of your financial life and leave you with a clear action list for 2021.

In this workshop I will arm you with more confidence and excitement about your financial life, both now and in the future. From breaking down the financial hurdles women must overcome, to learning how to budget and create positive money habits, this workshop will give actionable ways to create a financial plan that will allow you to work smarter, have the potential to invest more, and accomplish your financial goals.

Additionally, this workshop will provide you with budgeting tools and templates as well as a Financial Review checklist to help you get financially organised and more focused on your financial planning. This workshop will focus on the financial needs of women in the UK.
What Your Ticket Gets You:
• Access to the full event
• Participation in the live Q&A with Gemma Wood to ask your specific questions
• A downloadable worksheet to create your own annual budget/cashflow and a Financial Review checklist to keep you on track.
• The opportunity to book an no obligation, 60 minute 1-2-1 follow up meeting (held via zoom) where you can have a full financial review and get access to bespoke advice according to your own personal circumstances.

Places will be limited so that we can have an interactive session and you can ask questions along the way.

Please follow this link to get full details and to register or get in touch with me if you’d like to attend! https://www.tickettailor.com/events/gemmawood/481100

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.

Tweed Wealth Management Ltd 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 at www.sjp.co.uk/products.

01/02/2021

Have you ever wondered how to teach your kids about money? How do we get them to recognise their acorns are precious and should be well looked after?
You can sign you 7-11 year old up to this free event on Wednesday 10th @ 5.30pm to 6pm.
Amelie is only 6 but she knows that getting cash for Christmas /Birthday is good so I'm going to try her on this and see how we go!
Earn it. Keep it. Grow it.
Register here.
https://us02web.zoom.us/meeting/register/tZcufuytrz8tGt0gT15_0CPXUubwjUXoTP2q

18/01/2021

Wanted to let you know that you can follow me on Instagram via .moneyplanner. Still getting my social media presence up to scratch but you might get some helpful hints on there as well as some other Instagram accounts that help me stay focussed on my money goals.

06/01/2021

It’s never too late to early or too late to take control of your financial life. I know the comfort and reassurance that women experience once they feel fully in control of their financial affairs both now and for their future. To help more women feel more confident with their financial planning I am hosting a complementary online workshop where I will guide you through the key elements of your financial life and leave you with a clear action list for 2021.

Places will be limited so that we can have an interactive session and you can ask questions along the way.

Please follow this link to get full details and to register or get in touch with us if you’d like to attend! https://www.eventbrite.com/e/taking-control-of-your-financial-life-tickets-134535923569

Tweed Wealth Management Ltd 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).

23/12/2020

Tweed Wealth Management Ltd 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).

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