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.
Tees is here to help
We have many independant 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.