How can I help you?

I have previously worked at Barclays for 22 years carrying out a number of different roles within the bank before progressing into the Financial Advisor role. I have also worked as an Independent Financial adviser for a local company.

I have worked within the Financial Services industry as a whole for 30 years.

I provide fully holistic financial planning advice for a client’s short, medium and long term objectives.

Delivering what you really need

I am passionate about helping clients to try and achieve their desired outcomes.

I am committed at carrying out regular reviews to ensure client’s plans are monitored and if necessary altered to ensure they keep on track with their desired goals.

What else should you know?

I am a Chartered Associate of the London Institute of Banking & Finance.

I enjoy travelling abroad with friends and family as well as trying to maintain a decent level of fitness by visiting the gym as often as I can.


Tees is here to help

We have many independant financial advisors who are based in:

Cambridgeshire: Cambridge
Essex: Brentwood, Chelmsford, and Saffron Walden
Hertfordshire: Bishop's Stortford and Royston

But we can help you wherever you are in England and Wales.

Send us a confidential enquiry and our team will be in touch as soon as we can.

We treat data privacy very seriously. We use your data to work for you – primarily providing the professional legal and financial services you have requested. Our privacy policy explains in full how we collect, store, handle and use your personal data. View our Privacy Policy for legal services and Privacy Policy for financial services.

View our legal services Privacy Policy and our financial services Privacy Policy 


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