Planning ahead for retirement

It's never too early to build the future you'll love

Your career is underway. Retirement feels a long way off. But the earlier you start planning, the easier – and more rewarding – your future can be. Tees Wealth Planning team can help. Together, piece-by-piece, weʼll build a wealth plan designed around you.

Find investments you can earn with long term

Knowing where to start when it comes to investing and reviewing your finances can be time consuming and overwhelming. With the right professional advice, you can make your savings work harder. Our independent Financial Advisers will create a financial plan tailored to you and your long-term goals. You’ll have your own dedicated financial adviser, someone who gets to know you, understands your priorities, and is there when you need them. We take pride in delivering advice that’s clear, practical and jargon-free. Many of our clients have been with us for years, and even across generations.

Independent Legal and financial planning in one place

Your financial needs are unique and so is our advice. We’ll explore a full range of investment and planning options to build a sustainable strategy that works for you, whether that’s focused on one part of your finances or a complete long-term plan. Our experienced team of independent financial advisers and wealth planners will help you ensure you get the best from your savings and investments for a comfortable and secure future.

As a full-service law firm, we can also provide additional legal advice and support, making sure you get the full picture and plan accordingly. From property to probate, family matters to future planning, we develop long term relationships with our clients, many of which extend over several decades.

Creating a bespoke wealth plan that works with your core beliefs

At Tees, as your independent financial adviser, we will work with you and take the time to truly understand your values including any ‘red lines’ you may have and where you may be willing to compromise. We take account of your financial aspirations and plan for how these can be delivered via a strategy that is tailored to you. For example, if an ESG investment strategy is important to you, we can help you make the right investment decisions that you feel the most comfortable with.

Helping you plan for today and tomorrow

We support you with wealth planning that reflects your life now and your ambitions for the future. Whether you’re managing business income or planning for future generations, we’re here to help you make confident decisions. Use our retirement calculator to find out what your investments could be worth.

The sooner you start to plan for retirement, the better. We can help with the different types of pensions and schemes that exist, including personal pensions, stakeholder pensions, Small Self-Administered Pension Schemes (SSASs), SIPPs (Self-Invested Personal Pensions), workplace pensions and National Employment Savings Trust (NEST) schemes. We can also help you with advice on taking an early pension, annuities, pension drawdown and tax-free lumps sums, and later life lending including equity release. Our Pension Transfer Gold Standard accreditation gives you the confidence that you’re dealing with a firm that is going beyond the minimum requirements when giving financial advice.

Our key services

The areas we can help you with include:

Savings, investments and pensions

Achieve your financial goals, planning for a comfortable future with help from our independent advisers.

Investment opportunities - which one is right for you?

From property to stocks, we take a look at the benefits and pitfalls of different investment opportunities.

Wealth planning for business owners

Help your business thrive with advice from our expert wealth planners.

Our retirement calcuator

Take a look at what your current investments could be worth

Contact us today

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Telephone

01279 658304

This material is for informational purposes only and does not constitute an offer or solicitation for the purchase or sale of any financial instrument. It is not intended as accounting, legal, tax, or investment advice. Past performance is not indicative of future results, and all investments carry risks, including the potential loss of capital.

Tees is a trading name of Tees Financial Limited, authorised and regulated by the Financial Conduct Authority (FCA), Registered number 211314, and registered in England and Wales (Company number 4342506).

Combined legal and financial services

Tees is a Top-Tier Legal 500 firm with a multi-disciplinary team who can help you with all aspects related to you and your business. Our legal and financial teams work closely together to ensure a joined-up first rate service for all our clients to meet all your business protection planning and implementation needs.

Our wealth planning advisers can help you at every stage, from starting to plan for retirement, reviewing your existing arrangements, looking to access your pension or releasing equity from your home. We can advise on protection for you and your family against accidents and illness and help you with sensitive issues around long-term care planning.

Our independent financial advisers work as part of a bigger Wealth Planning team. We are regulated and authorised by the Financial Conduct Authority, which means we are accountable for all the advice that we give.

As a top tier Legal 500 firm, our financial advisers work closely with our lawyers to give a fully rounded service under one roof.