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 Adviser 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 independent financial advisers 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.