How can I help you?

For most of my career I have worked with farmers, local business owners, professionals working in London and others needing sound and practical advice on planning for succession and the retention of family businesses for future generations, whilst also providing for other family members not involved in those businesses.

My current role allows me to spend time with clients to understand their worries and aspirations. This means we can organise a team, often including their Accountants and other advisers, to meet their objectives in the most efficient manner.

In many cases I have been appointed as a Trustee to provide some independent advice for the family, having long term knowledge of the business and family. In this way difficult decisions can be made whilst retaining family harmony.

I lead the Firm’s initiative for those who would appreciate an annual review of their affairs. This is a service provided at no charge and will ensure your plans are always up to date.


Delivering what you really need

A real understanding of your business and your family means we can help you plan for the future security of your business and all your family, not just those taking the business forward.

With our wide range of clients we can also help with ideas on making the most of all your assets including redundant buildings or land.

I regard my involvement with clients as working both for them and with them. It is an ongoing relationship where there is confidence, trust and a feeling that we have relieved our clients of worry.


What else should you know?

I have been in private practice in the Essex/Herts and Cambridge area for many years and have been involved in various organisations in the Region. I have been Chair of a Regional Building Society, Chair of Trustees of a large Hospice Charity and Chair of the Board of Governors of a leading Independent School. In these roles I have seen many different aspects of life and appreciate the importance of clear planning, working as a team and taking every opportunity that opens up.

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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