Wealth management for business owners

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

Efficient tax and financial planning is key to the success of your business

Understanding your business for the best management of your wealth

As a business owner, we understand that you have specific requirements when it comes to managing your wealth. We make a point of getting to know our clients and understanding their businesses down the finest detail. Tax efficiency is key to the financial health of your business. We will advise you with a review of the balance of trading versus investment activities within your business.

Independent advice on protection planning and investment

Our wealth advisers will give you an independent view of the marketplace when recommending protection planning for your business, including life and income protection insurance. They will also help you create a diverse and balanced investment portfolio to ensure you get the best out of your savings for a comfortable and secure future.

Comprehensive view on pensions advice

We advise business owners on the full range of pension schemes, and our legal team can also help with wills and ways to limit your inheritance tax liability.

The team at Tees have the diversity in knowledge that enable them to understand their clients needs. They operate with transparency and fairness.

Our expertise

The areas our wealth management advisers for business owners can help you with include:

  • Tax planning
  • Protection planning
  • Investments
  • Pensions and retirement planning

Legal and financial advice

Tees is a top-tier Legal 500 firm with extensive experience in agricultural and rural business law. Our multidisciplinary team includes specialists in employment law, property, litigation, and finance, ensuring you receive comprehensive advice under one roof.

We also offer in-house independent financial advisory services, regulated by the Financial Conduct Authority, helping farming businesses secure their financial future.

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).

We're here to help

If you’d like to meet one of our agricultural property and landed estates experts for a confidential, no obligation chat, please get in touch.

We have offices across Cambridgeshire, Essex and Hertfordshire, but we can help you wherever you are in England and Wales.

The financial services provided on this page are by Tees Financial Limited, authorised and regulated by the Financial Conduct Authority

Our legal services are authorised and regulated by the Solicitors Regulation Authority.

Key people

Jane Doe
Partner
Jane Doe
Partner
Jane Doe
Partner

News and insights

Frequently asked questions

The answers to many of your questions can be found here, please get in touch for further information.

I have been told my property has development potential. What do I do?

If you’ve been contacted by a developer or a land promoter regarding a potential development to your property, you may wish to consider granting an option agreement or a promotion agreement. An option agreement is made between the landowner and the developer, where it is intended that the developer will apply for planning permission and requires an option to buy the property. A land promotion agreement is used where a developer agrees to apply for planning permission and will market the property for sale on the open market once planning permission has been obtained. This is usually in return for a proportion of the net sale proceeds. The law on this is very complex and you will need specialist advice. 

Contact us today

If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.

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