How can I help you?

I have worked in the Financial Services Industry for over 25 years, providing advice since 2000, helping and advising clients to achieve their financial goals.

 

Delivering what you need 

I joined the friendly team at Tees Financial in September 2018 to gain knowledge and experience in the whole of the market area of financial advice.

I provide technical support to our team of Chartered Financial Planners and Financial Advisers, helping to plan suitable financial solutions for our personal and business clients.

 

What else should you know? 

I hold the Diploma in Financial Planning qualification and I have advised and guided High Net Worth clients working in a UK Private Banking role. I maintain a client-centric approach to understand our client needs and objectives and I act professionally in all client matters.

My areas of expertise

Back to our team list

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.

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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: hello@teeslaw.com.

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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