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.
Tees is here to help
We have many independent 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.