After leaving the Merchant Navy, I joined the financial services industry 33 years ago.  During this time I have developed my knowledge and experience by building my career across local and national firms. This has enabled me to advise on all aspects of financial planning. Today I use this experience to manage and support the Wealth Planners adding to the client experience.

Delivering what you really need

Here at Wealth, we are uniquely placed within Tees working closely with our clients.  Typically our clients are also clients cared for by Tees law, benefiting from both financial and legal advice.  We also look after clients with no law connection who are seeking financial advice in today’s ever-changing environment. Queries range from “can you help me plan my retirement income?” to “How do I ensure financial security for myself and my family”?

Our advice process ensures that the right solutions are built for our clients for now and in the future with our ongoing service. Please feel free to contact me for more information about our services and career opportunities within the Wealth team.