How can I help you?
I provide a wealth of technical knowledge and support to ensure the financial well-being of our clients and their families. I take a holistic view to financial advice and work with all areas of finances ranging from pensions (including final salary) to investments, life insurances and estate planning. I provide bespoke financial advice solutions to individual clients and their families, trustees and businesses. I am a pension transfer specialist and hold Chartered Financial Planner status.
What else should you know?
I have been working in financial services since 2009 and bring to Tees knowledge and experience in private wealth management.
Tees is here to help
We have many independent financial advisors who are based in:
Essex: Brentwood, Chelmsford, and Saffron Walden
Hertfordshire: Bishop's Stortford and Royston
But we can help you wherever you are in England and Wales.