Saving and investing

Taking the decision to save and invest your money is an important step towards achieving your future goals.

Adrian Ostler, Cambridge
Adrian Ostler, wealth manager in Cambridge

Saving and investing - independent financial advice

With the right professional advice, you can make your savings work harder and feel confident that our advice and recommendations are geared towards getting you the best possible results. 

Our straightforward guide on saving vs investing highlights some of the key considerations when deciding between saving and investing and which combination is right for you.

We provide 'whole of market' independent financial advice.

  • the full range of ISAs including Cash ISAs, Stocks and Shares ISAs, Junior ISAs (JISAs), Help-to-buy ISAs, Lifetime ISAs (LISAs)and other forms of tax-free investing
  • investing for income aimed at providing you with a regular source of funds
  • portfolio planning as part of an investment strategy tailored to your financial goals
  • discretionary fund management helping you build an investment portfolio that is aligned with your risk appetite. And as we’re not tied to a single provider, we can search the whole market and recommend the best DFM for your circumstances.
  • investing in tax-efficient vehicles such as Venture Capital Trusts, Enterprise Investment Schemes and the Alternative Investment Market
  • ways to limit your inheritance tax liability by careful planning including inheritance tax trusts, lifetime gifts and making a will.

Our independent financial advisers are also trained in providing advice to vulnerable clients and adhere to the CII code of ethics as part of our Corporate Chartered Financial Planner Status.

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

For a free initial consultation at no obligation. Alternatively, please fill out our enquiry form and an adviser will contact you.

Enquiry form

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.

Find out more Show less

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.

Designed and built by Onespacemedia

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.

Learn more