Elderly couple enjoying a break from their seafront bike ride

Wealth management

We combine independent financial advice with expert legal advice so you get a fully joined-up view. Our Chartered Financial Planners 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.

Get in touch or call us on 0800 0131165

Independent financial advice for wealth management

Our specialist services include:

  • Pensions and retirement planning - whether you’re starting to plan for your retirement, seeking advice on your existing arrangements or looking to retire and access your pension or release equity in your home
  • Saving and investing – we provide ‘whole of market’ independent financial advice on all types of savings and investment products, offering bespoke solutions tailored to your needs
  • Protection for families and businesses - accidents and illnesses can have a major financial impact on your family or business if you're not adequately protected 
  • Long-term care planning – a complicated and sensitive area. We provide honest, independent advice so you can feel reassured that all options are considered

Call our financial specialists for a FREE initial consultation on 0800 013 1165

What our clients say

Mr T & Mrs N Smerdon

Huntingdon

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.

Susan Smith

Braintree

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.

Jeff Sadler

Eastbourne

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 Lawrance Lucas

Hunsdon, Herts

I'm very grateful for the professional service that everyone at Tees has shown me: Cathy Izzard who drew up my late mother’s Will and obtained probate; Toni Chalmers-Smith for care fees planning and Allan Wright for the conveyancing. They're knowledgeable, approachable and have empathy.

Mr and Mrs W

Woking

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

Westcliff

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.

Mrs Mary Pope

Herts

Toni Chalmers-Smith and her colleagues define "where there's a will there's a way". Toni demonstrated tenacity, drive and an ability to think round problems and find solutions to deliver a result. Toni and the team at Tees are a must for anyone considering financial advice.
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