How can I help you? 

I can advise within all aspects of pensions & retirement planning, protection, savings & investments and inheritance tax planning. 


Delivering what you really need 

I understand that sometimes financial matters can be difficult and overwhelming. We take great care in understanding our client’s current financial situation and future goals and the cost of advice is always transparent and clear. 


What else should you know? 

I have been working for Tees Financial since December 2006, I hold the Diploma in Financial Planning (Dip PFS) and I am currently working towards Chartered status.  

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Anne M


I have been a client of George Rutt, and now Tees Financial for 50 years, and due to the excellent advice I have been given, I am in a very good financial position and look forward to a good retirement. I find Helen Prosser in particular, most helpful and easy to deal with.

We understand your situation and our expert team are here to help

Get in touch to speak with someone who can help you move forward.

A father and daughter walking their Labrador in a green field

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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