Tees are members of UKSIF (UK sustainable Investment and Finance Association), their vision is “ A fair, inclusive and sustainable financial system that works for the benefit of people and planet and drives positive change”.
Mr T & Mrs N Smerdon
Kieron was able to explain things to us in simple terms which we understood and even made pensions sound interesting! You can tell that he loves what he does and really knows his stuff. He has a friendly approachable manner and we look forward to working with him again in the future.
Adrian listens carefully and provides impartial advice which has been invaluable in helping to me reach my retirement and lifestyle goals. I have no hesitation in recommending Adrian, as his people skills are excellent and the advice given is always uncomplicated and succinct.
Mr Lawrance Lucas
I'm very grateful for the professional service that everyone at Tees has shown me: Cathy Izzard who drew up my late mother’s Will and obtained probate; Toni Chalmers-Smith for care fees planning and Allan Wright for the conveyancing. They're knowledgeable, approachable and have empathy.
Tees patiently explained everything in detail, in language that is easy to understand. They offered an excellent professional, honest, trustworthy and friendly service.
Mr and Mrs W
We've been very impressed by the foresight the team at Tees have shown, for example, with planning for pensions, in light of the new rules introduced by the government. We’ve been made to think about our approach to finance in a completely new way and Tees were instrumental in this approach.
Mrs Mary Pope
Toni Chalmers-Smith and her colleagues define "where there's a will there's a way". Toni demonstrated tenacity, drive and an ability to think round problems and find solutions to deliver a result. Toni and the team at Tees are a must for anyone considering financial advice.
Mr and Mrs W
Entrusting the accumulated wealth of a lifetime's endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.