Financial advice

At Tees we offer you first class financial planning combined with high quality legal advice. Our specialists cover it all, and can manage your financial and legal affairs seamlessly. 

Good to know: All the financial services provided by Tees in this section are regulated by the Financial Conduct Authority and not by the Solicitors Regulation Authority, which regulates our legal services.

We all lead busy lives and we just seem to be getting busier. However, there are a number of areas that you may not have time to address but which can have a significant impact on you and your family. This is where we can help.

A complete financial service

The main areas we'll look at are:

  •  investments
  • retirement planning
  • family and business protection
  • estate planning and wealth preservation
  • long-term care and equity release, together with pre-paid funeral plans

Tees is not connected to any one provider and so we can offer a whole of market approach for the range of products upon which we can advise and make formal recommendations.

Planning for the future of your family or business

We take the time to understand your current needs and requirements whilst also taking into consideration your future personal and family objectives.  Investments and financial products change, as do the laws that affect them – and of course your own priorities will also change; having a trusted adviser to turn to is essential. At Tees we work in partnership with our clients for the long term, always there when you need us. People are central to everything we aspire to do and everything we deliver is designed around our clients.

Call our specialist Financial Advisors on 0800 013 1165 for a free initial consultation at no obligation. Alternatively, please fill out our enquiry form below and an advisor will contact you.

Martyn AllumExecutive Director

T: 01223 702443

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What our clients say

Toni Chalmers-Smith and her colleagues define "where there's a will there's a way".  Toni dealt with two separate financial problems and demonstrated tenacity, drive and an ability to think round problems and find solutions to deliver a result.  Toni was able to resolve and deliver excellent financial solutions above and beyond the expectations of myself and my son.  Toni and the team at Tees are a must for anyone considering financial advice.

 

I have been extremely happy with the services various departments in Tees have provided my family and I with, over the years.  The transition from my previous provider to Kersi Deboo has gone well and been a comfortable move. I feel Kersi is a breath of fresh air and I trust his judgement and value his guidance. I am grateful he has been around to help and guide my family on our financial journey.

Just a small note to say thank  you for organising the redistribution of my pension.  I have received all the notifications and the monies have arrive in all the right places. Thank you for all your efforts.

I just wanted to write to you personally and thank you for all your assistance in pursuing a Care Home Annuity for my mother. Our meetings have been both informative and enjoyable and the information is always useful.

Toni Chalmers-Smith is the epitome of a true professional. She is fully conversant with the products she sells and advised us on the best to suit our needs whilst illustrating other products - we had a choice. Her manner was without reproach- unhurried, answered questions in a calm and concise manner. She was at all times approachable and did not attempt to hurry us re anything. We had complete confidence in her and would not hesitate to use her again if the situation ever arose and we would most definitely recommend her to friends and family if ever asked.

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