Expert legal services and independent financial advice
Call us today 0800 013 1165

Expert financial services

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Are you looking for expert independent financial advice that you can rely on?

With Tees we have 12 independent financial advisers in our team who can work with you to create a wealth strategy that works for you and your family. 

We're committed to delivering the highest standards of client care - you can call us up to share your plans, ask questions, talk over any concerns - that's what we're here for. 

We cover: pensions and retirement planning, saving and investing, inheritance tax planning, later life lending (including equity release), long term care planning, and protection for your family and business.

Whole of market approach 

We are not connected to any one provider so we can offer you a whole of market approach for the range of products upon which we advise.

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Expert legal advice as well – all in one place

We combine independent financial advice with expert legal advice so you get a fully joined-up view. Our Wealth team is fully integrated with our lawyer colleagues in Tees Law which has been established for over 100 years. It has grown from a high street firm in Bishop’s Stortford, to a major regional firm with six offices throughout the East of England.

Your route to a better and brighter future is just a conversation away. 

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Hear from some of our clients

Jeff Sadler


Adrian listens carefully and provides impartial advice which has been invaluable in helping to me reach my retirement and lifestyle goals. I have no hesitation in recommending Adrian, as his people skills are excellent and the advice given is always uncomplicated and succinct.

Mr T & Mrs N Smerdon


Kieron was able to explain things to us in simple terms which we understood and even made pensions sound interesting!   You can tell that he loves what he does and really knows his stuff. He has a friendly approachable manner and we look forward to working with him again in the future.

Mr and Mrs W


We've been very impressed by the foresight Gavin has shown, for example, with planning for pensions, in light of the new rules introduced by the government. We’ve been made to think about our approach to finance in a completely new way and Gavin was instrumental in this approach.

Mr and Mrs W


Entrusting the accumulated wealth of a lifetime's endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.

Susan Smith


Michael has patiently explained everything in detail, in language that is easy to understand. He has offered an excellent professional, honest, trustworthy and friendly service.

Call us to speak to one of our financial specialists

Tees coronavirus update

We’re open and here to help you. We’re running as normal with our employees all working from home.

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You can call us as normal on 0800 013 1165 or email us:

You can also find contact details for all our advisers here. 

As a flexible and technologically-adept firm, we already had many home-working systems in place. We have now rolled this technology out to all our employees working for clients, so they can continue to work normally - and from home.

If you are a client, please be assured you can get in touch with Tees and we are still working on your case. To replace face-to-face meetings, we have the facilities to do video-conferencing, conference calls or just speak on the phone, as you need.

Due to the circumstances, please call us if you would have wanted a home visit, and we can organise the best and safest way of being in touch.

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