How can I help you?
I provide holistic financial advice to individuals, enabling them to meet their short, medium and long-term goals.
Delivering what you need
Although some areas of financial planning can seem complex and difficult to understand, I feel I am able to explain things in a way that is engaging, easy to follow and appropriate to your specific situations. Therefore, whether you are looking to improve the returns from your savings and investments, increase your income in retirement, pay less tax or protect the financial security of your family, I will take the time to really understand your needs in an unhurried and friendly manner.
What else should you know
I am a Chartered Financial Planner and a Fellow of The Personal Finance Society. Additionally I am a Pensions Transfer Specialist as well as being certified in Discretionary Investment Management.
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.