How Can I Help You?

Whether you’re seeing a financial advisor for the first time, a seasoned investor looking for a second opinion or have complex taxation issues - I have the skills to help and support you, every step of the way.

I’m often commended on my ability to put things in plain speak and take pride in using my expertise to provide individuals with advice that enables them to achieve their dreams and lifetime goals with confidence. 

Taking a holistic approach, advice can include anything from Investments, Pensions, Tax, Estate Planning and Protection.

Delivering What You Really Need

I will help you navigate through the complexities of financial matters, delivering tailored financial advice in a way that is easy for you to understand.

Once your financial plan is in place we will then monitor and manage this to ensure that you and your investments remain on track to your goals. I will also be there to provide you with the support you need, when you need it.

As your advisor I’d work with you, providing you the opportunity to have as much or as little involvement in your financial planning and investments as you would like.

What Else Should You Know?

I am both a Fellow of the Personal Finance Society and a Chartered Financial Planner. This is seen as the most prestigious level of qualification attained by a Financial Advisor. I am also a Pension Transfer Specialist which allows me to provide advice in relation to Defined Benefit pensions.

Out of the office I am a keen cook and love eating at new restaurants. You can also find me running around after my two young children.

Send us a confidential enquiry and our team will be in touch as soon as we can.

We treat data privacy very seriously. We use your data to work for you – primarily providing the professional legal and financial services you have requested. Our privacy policy explains in full how we collect, store, handle and use your personal data. View our Privacy Policy for legal services and Privacy Policy for financial services.

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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