Latest news with #JasonBaggott
The National
a day ago
- Business
- The National
Edinburgh wealth specialist opens sports arm in London
Tweed Wealth Management hailed the launch of a presence in the UK capital for the sports arm as a 'significant milestone' in its mission to provide professional athletes with the financial know-how they need both during and after their careers. The London base will be led by former professional rugby player and chartered financial planner Jason Baggott, who heads Tweed Sports jointly with Ross Penman. Mr Baggott said: 'We've seen first-hand how an increasing number of athletes, particularly in football and rugby, are actively seeking specialist financial guidance to assist them during and after their careers. Read more: 'Our expansion into London allows us to work even more closely with a growing client base and their wider support networks – from agents and accountants to legal and media teams. 'Athletes deserve financial advice that's bespoke to their world, along with clarity around its risks, rewards, and timelines. Our job is to help them maximise opportunities, avoid common pitfalls, and plan for long-term stability once they leave the field for the last time.' Edinburgh-based Tweed said the new London office, based in the heart of the city on Lombard Street, will offer specialist investment advice, support with retirement planning and inheritance tax strategies, and mortgage and protection solutions. It will collaborate with trusted sports accountants and lawyers to deliver a 'seamless, end-to-end wealth management service for clients in the sporting world,' the firm said. With clients from the worlds of football, rugby and boxing, Tweed said it was focused on expanding into golf, women's football, cricket, and other growing professional sports. Tweed Sports is part of Tweed Wealth Management, a financial advice firm which manages more than £500 million of assets.
The Herald Scotland
a day ago
- Business
- The Herald Scotland
Edinburgh wealth specialist opens sports arm in London
The London base will be led by former professional rugby player and chartered financial planner Jason Baggott, who heads Tweed Sports jointly with Ross Penman. Mr Baggott said: 'We've seen first-hand how an increasing number of athletes, particularly in football and rugby, are actively seeking specialist financial guidance to assist them during and after their careers. Read more: 'Our expansion into London allows us to work even more closely with a growing client base and their wider support networks – from agents and accountants to legal and media teams. 'Athletes deserve financial advice that's bespoke to their world, along with clarity around its risks, rewards, and timelines. Our job is to help them maximise opportunities, avoid common pitfalls, and plan for long-term stability once they leave the field for the last time.' Edinburgh-based Tweed said the new London office, based in the heart of the city on Lombard Street, will offer specialist investment advice, support with retirement planning and inheritance tax strategies, and mortgage and protection solutions. It will collaborate with trusted sports accountants and lawyers to deliver a 'seamless, end-to-end wealth management service for clients in the sporting world,' the firm said. With clients from the worlds of football, rugby and boxing, Tweed said it was focused on expanding into golf, women's football, cricket, and other growing professional sports. Tweed Sports is part of Tweed Wealth Management, a financial advice firm which manages more than £500 million of assets.
Edinburgh Reporter
29-04-2025
- Business
- Edinburgh Reporter
Wealth management firm launches sports division
A leading wealth advisory firm, based in Scotland, has announced a new sports division to assisting athletes. Tweed Wealth Management's sports division will now serve the unique financial needs of sportspeople, providing tailored financial advice and services to athletes at all stages of their careers. The division will be jointly led by Jason Baggott, a former professional rugby player now Chartered Financial Planner, and Ross Penman, a veteran financial planner with more than 21 years of experience in the industry. Jason, who played professionally for seven years, including stints with the Southern Kings in South Africa and Edinburgh Rugby, brings a unique perspective to the role. He said: 'As a former athlete, I understand the financial challenges and opportunities that come with a career in sports. Our goal is to help athletes make informed financial decisions that will secure their future both during and after their playing career.' 'We are building a strong client base both locally and internationally, spanning various sports including rugby, football, and boxing. Our goal is to support clients throughout their entire journey – from signing their first contract, throughout their careers and as they transition outside of the world of sports.' 'For many sportspeople, financial planning can seem a bit overwhelming, and we want to simplify the process so that they can focus on what they do well – excel in their sporting field.' Ross Penman, who joined Tweed Wealth Management in 2024, specialises in advising sports and media professionals, as well as clients dealing with personal injury and clinical negligence cases. His expertise complements Baggett's firsthand experience in professional sports. Ross said: 'We understand the unique pressures athletes face, from injury risks to early peak earnings. Our team, which includes many former athletes, is dedicated to helping sports professionals build solid financial strategies, avoid costly errors, and secure their financial futures.' Tweed's sports division provides a comprehensive suite of services designed to meet the unique financial needs of athletes. This includes protection planning, investment and retirement planning, tax and mortgage planning as well as cash flow management. Developed as a one-stop solution for athletes, the team will also connect clients with a trusted network of legal and accounting partners, ensuring that every aspect of their financial situation is expertly managed. The sports division comprises of qualified and Chartered Financial Planners, and Fellows of the Personal Finance Society, ensuring the highest standards of professionalism and ethical practice. The firm has also recently been crowned the Best Financial Advice Firm in Scotland and Northern Ireland and Best Financial Advice Firm to work for in the UK 2024 at the Professional Adviser awards. or contact the team on 0131 510 8610 Like this: Like Related
