Protection for families and businesses

Today’s world can be unpredictable with many financial uncertainties, so protecting your family and business against financial loss is becoming increasingly important.

Cara Lambert, Bishop's Stortford
Cara Lambert, wealth adviser in Bishops Stortford

Insurance protection for families and businesses - independent financial advice

With the right protections in place, you can ensure that your family’s income and lifestyle are safeguarded if the unexpected happens. For business owners, future planning in this way will help your company survive and continue trading in the event of challenging circumstances.

From life insurance to income protection cover, our independent financial advisers will help you find the right protection for your family, based on your needs and circumstances.

Taking a ‘whole of market’ approach, we can offer:

We can advise you on:

  • succession planning including the structuring of life policies and tax advice
  • business protection cover – shareholder/partnership protection and key person insurance, protecting your business when you or your employees are affected by illness or death.
  • employee benefits – death in service benefit or relevant life insurance, group private medical insurance and Permanent Health Insurance (PHI)

We’re here to help

To find out more, give us a call. We offer a free consultation and can meet you face-to-face, virtually or in your own home, whichever is best for you. Tell us what you want to achieve and we’ll let you know how we can help.

Our independant financal advisors are based in:

  • Cambridgeshire: Cambridge
  • Essex: Brentwood, Chelmsford, and Saffron Walden
  • Hertfordshire: Bishop's Stortford and Royston 

But we can help you wherever you are in UK.

Call our financial specialists on 0808 231 1320

Call us for a free initial consultation at no obligation or fill out our enquiry form and an adviser will contact you.

Enquiry form

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 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.
Make an enquiry today

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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Tees Notice

The financial services provided by Tees on this page are regulated by the Financial Conduct Authority and not by the Solicitors Regulation Authority, which regulates our legal services.

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