How can I help you?

I work within the Investment Management Team at Tees, providing advice to individuals and trustees on the most suitable investment strategies and tax efficient wrappers.

 

Delivering what you really need

My area of specialisation is in the capital markets, where I have over 35 years of experience providing advice across a broad range of investment products and strategies. These include; raising capital for EIS & VCT eligible companies; broking equities and derivatives to institutional and hedge fund investors; and ten years as a private client stockbroker

Additional areas of expertise

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