Jason Baggott, Tweed Wealth Management
Former professional rugby player and Chartered Financial Planner Jason Baggott will jointly lead Scottish wealth manager Tweed’s new sports division.
Mr Baggott played professional rugby as a fly-half for seven years.
He started his career with the Southern Kings in his homeland of South Africa. He moved to the UK in 2015 and spent the remainder of his playing days at Edinburgh Rugby.
Once in the UK he completed a degree in economics and finance at Edinburgh's Heriot-Watt University.
After he hung up his rugby boots, he completed his St James’ Place Academy Programme and joined Tweed Wealth Management in 2021.
Tweed's new sports division will serve the financial needs of sportspeople, providing tailored Financial Planning to athletes at all stages of their careers.
It will offer protection planning, investment and retirement planning, tax and mortgage planning as well as cash flow management. The team will also connect clients with a trusted network of legal and accounting partners.
Mr Baggott 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.”
He said the firm is building a local and international client base, spanning various sports including rugby, football, and boxing.
He said: “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.”
The sports division will be jointly led by Ross Penman, a veteran Financial Planner with more than 21 years of experience in the industry.
He joined Tweed Wealth Management in 2024 and specialises in advising sports and media professionals, as well as clients dealing with personal injury and clinical negligence cases.
Mr Penman said: “We understand the unique pressures athletes face, from injury risks to early peak earnings. Our team is dedicated to helping sports professionals build solid financial strategies, avoid costly errors, and secure their financial futures.”
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