Independent advice when it matters most
As we get older, we need to ensure our finances support our retirement plans. Effective planning to manage your finances and assets to support your lifestyle can minimise costs in the long-term. We will help you to understand the financial assessment process and create a strategy for your retirement. Our team of financial advisers will review your portfolio and financial situation and make sure that now you are retired, there won’t be any hidden surprises. You’ll have your own dedicated financial adviser, someone who gets to know you, understands your priorities, and is there when you need them. Many of our clients have been with us for years, and even across generations. We take pride in delivering advice that’s clear, practical and jargon-free.
Protect your legacy and loved ones
At Tees, you’ll find independent Financial Advisers and legal experts working together on your behalf. From inheritance tax and later life planning to equity release and estate structuring—we cover every angle to protect and grow your wealth.
Interested in creating a trust? Our trusts specialists, including lawyers and tax accountants, can help you use and manage trusts effectively and stay on the right side of the regulations. At the outset, we’ll help you decide what type of trust is right for you.
A strategy for later life care
As we get older, many of us will need care in our own homes or residential care, both of which can be expensive. Effective planning about how to manage your finances and assets to pay for care can minimise costs in the long-term. We will help you to understand the financial assessment process and create a strategy for your future care. Learn more about care planning.
Making sure your investments adapt with any changing needs
Once your investments have been analysed and you have the confidence that they are working with your needs, our financial advisers can ensure that this remains the case. We support you with wealth planning that reflects your life now and your ambitions for the future. We’re here to give you the full picture and help you make confident decisions.
Use our retirement checklist to get a better picture of what you may need to consider now that you’re retired.
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Contact us today
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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.
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