How Can I help you?
I joined Tees in August 2022 as a Trainee Financial Adviser as part of a brand-new apprenticeship scheme designed by our Financial Services Manager, Adrian Ostler. I am currently training under our Senior Wealth Planners and studying for my Level 4 Diploma in Financial Planning to qualify as a Financial Adviser and work with our clients here at Tees. If you would like to know a little more about what we do in the Wealth team, please feel free to contact me - I’m always here to help.
What Else should you Know?
I studied Exercise, Nutrition and Health at Nottingham Trent and since graduating in 2018 I worked as a Personal Trainer for a few years before taking up an interest in finance. I am also a keen musician who’s always up for a chat about music.
Tees are here to help
We have many independent financial advisers 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.