How can I help you?
I joined Tees Financial in 2014 as a member of the Investment Management team. I then changed roles to the Financial Planning department, and have qualified as an adviser within this department. I hold the Diploma in Financial Planning (DipPFS) and I am currently working towards Chartered status.
Delivering what you really need
I can advise within all aspects of pensions & retirement planning, protection products, savings & investments, and estate planning.
What else should you know?
I enjoy building relationships with my clients, and take great pride in easing their financial concerns by determining a suitable solution which is specific to the client’s particular needs and circumstances.