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 and an advisor will contact you.

Enquiry form

James Appleby Managing Director

T: 01279 713355

Building long term, trusted relationships with my clients, and helping them achieve their ambitions, is at the heart of everything I do. As a result, many of my clients have become strong advocates and personal friends.

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What our clients say

Kieran, thank you for your ongoing sage advice and steady hand on the tiller of my portfolio with Tees. I found our discussion also very helpful in clarifying a few relevant macro perspectives which will play into what I do in future with my investments here. Also it was very helpful to get your insights into the currency issues I am facing at the moment, against the Brexit background. I also wanted to congratulate you on the development and success of your unique Core Model strategy.

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 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.

I am very grateful for the professional service that one at Tees has shown me over the past few years. In particular my appreciation goes to Cathy Izzard who drew up my late mother’s Will, arranged Power of Attorney and administered probate; to Toni Chalmers-Smith for care fees planning and related financial advice and to Allan Wright for the smooth conveyance of my mother’s house sale. One provides a broad depth of services, but importantly they are knowledgeable, approachable and show empathy to what is sometimes a difficult process.                  

Related information

Get in touch

Call us on 0800 013 1165 or complete our enquiry form
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