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 also hold the pension transfer qualification which allows me to provide advice and guidance in relation to Defined Benefit pensions. 

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.

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.

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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