Investments & portfolio planning

If you have some money you want to invest, it pays to get the best advice you can – we can provide exactly the advice you need, and more.

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.

Advice on investments and portfolio planning

It can be hard to know where to begin with investments. What do you want to achieve? How risky are you prepared to be? How you will keep track of ever-changing markets? For answers, and for guidance on the different types of investments and funds, you need to speak with a professional financial adviser.

Tees provides all the advice and support you need to manage your investments, and on every corner of the investment market. Our first job is to find out more about you, your attitude to risk and your overall goals. Only when we’ve got the full picture do we make any recommendations about the best way forward for you. It's specialist advice, tailored to you.

How we can help

No matter how much you’re looking to invest, or what your ultimate goal might be, we can help you put together a portfolio that will help you make the most of your money. 

The benefits of investing

A properly managed investment portfolio can provide:

  • A tax efficient income, tax efficient growth or a combination of both
  • The opportunity to use your annual tax allowances and tax-free options
  • The chance to take part in different sectors and global markets
  • Risk management through asset allocation
  • Financial security for you and your family

We keep you informed

We use leading market research tools to decide how to build your portfolio, allocate your assets, and manage your investments over the long term. So you know everything is on track, we’ll keep you up to date on the progress with regular reviews and valuations.

We look after everything

We can also combine your financial planning and legal management. This way we get to understand you better, and can adapt plans to suit your changing needs. And you get to save time and money. The sort of matters we can bring under this single service include:

  • Inheritance tax planning – will writing, power of attorney arrangements
  • Family law – protection reviews, pension sharing, savings for children, school fees
  • Trust law – investments, diversification, advising trustees, long-term care
  • Commercial/employment law – business protection, pensions, auto enrolment 

What to do next

We build our service around your needs and your future. Our expert investment advisers listen to what you want to achieve, and then give practical, realistic advice to help you achieve it. We are regulated and authorised by the Financial Conduct Authority, which means we are accountable for all the advice that we give.

We’ll talk to you in plain language and spell out all your options so you know exactly where you stand. And you can be sure that all our advice and recommendations are geared towards getting you the best possible results.

To find out more, give us a call – we offer a free consultation and can even visit you at home if that’s more convenient. Tell us what you want to achieve and we’ll let you know how we can help.

Our Investment Management system provides an online platform that enables clients to keep up to date with their portfolios. To login, please click here.

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

Get in touch

Call us on 0800 013 1165 or complete our enquiry form
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Talk to an expert

Q: Where is your office?

Tees has six offices - Bishop's Stortford, Brentwood, Cambridge, Chelmsford, Royston and Saffron Walden. We're happy to see you at the office of your choice, and our solicitors or financial advisers can travel to an office that suits you. You can find directions on our website here.

Q: How can I contact Tees?

You can phone us on 0800 013 1165 or email If you need to speak with a particular person, you'll find their contact details on the 'Our People' section. 

Q: Is there parking at your office?

Yes, all of our offices have parking nearby. Our Bishop's Stortford, Brentwood, Cambridge, Chelmsford and Saffron Walden offices have onsite parking. Our Royston office has free parking a short walk away.

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