Jason Baggott

Helping successful families, business owners, and sports professionals plan their wealth with clarity and confidence. At Tweed Wealth Management, I work with clients who are navigating real-life financial complexity — from building and exiting businesses, managing sudden sports earnings, or receiving family wealth, to planning for children, retirement, and legacy. My clients typically earn £100k+, often business owners, professional sportspeople (particularly rugby players), or growing a young family. Many have estates in excess of £1 million and are looking for a proactive, strategic partner to help them make smart decisions and avoid costly mistakes. They’re time-poor — seeking a relationship-based approach to financial advice, not a one-off transaction. That’s why I provide holistic, Chartered-level planning designed to adapt as life changes. Areas of Expertise: - Tax-efficient savings & investment strategies - Intergenerational and estate planning - Business profit extraction and exit planning - Wealth management for sports professionals - Pre & post-retirement financial structuring Whether you’re a young professional building wealth, a sports player navigating career transitions, or a business owner looking to grow, exit, or protect your legacy — I’m here to support every stage of your financial journey. I work with clients from our offices in Edinburgh, London, and Inverness, as well as remotely across the UK. As part of the St. James’s Place Wealth Management network, I also draw on the knowledge of 100+ in-house specialists to ensure advice is robust across every area of wealth management. Ready to get clarity on your finances — or help someone close to you do the same? Let’s connect or have a quick conversation to explore how I can help. ——————————— 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice 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. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 15/02/2025