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.

Additional areas of expertise

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