Is your business due for a health check?
As a business owner, have you ever asked yourself how much your business would be worth today? Even if you
I provide holistic financial advice to individuals, enabling them to meet their short, medium and long-term goals.
Although some areas of financial planning can seem complex and difficult to understand, I feel I am able to explain things in a way that is engaging, easy to follow and appropriate to your specific situations. Therefore, whether you are looking to improve the returns from your savings and investments, increase your income in retirement, pay less tax or protect the financial security of your family, I will take the time to really understand your needs in an unhurried and friendly manner.
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.
I am a Chartered Financial Planner and a Fellow of The Personal Finance Society. Additionally I am a Pensions Transfer Specialist as well as being certified in Discretionary Investment Management.
As a business owner, have you ever asked yourself how much your business would be worth today? Even if you
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