Why choosing the right IFA matters for long-term financial planning
Making smart financial decisions over the long term isn’t just about picking the right investments, it’s about having the right
We don’t just look after you, we look out for you. That means we bring you insights, advice and keep you up to date on all kinds of legal matters so you can keep ahead.
We match a member of the team with the right expertise to every client, who will invest time getting to know you, who will look after your interests and ensure you have access to the whole firm when you need it.
The legal and financial matters might be complex, but we aim to keep things straightforward and explain everything in terms that are relevant to you.
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.
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.
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.
If you’d like to meet one of our 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.
Having a team with such a diverse knowledge base working at Tees, it makes life very easy to make one call then get put in touch with the relevant person with the skill set required.
The areas our wealth management advisers for business owners can help you with include:
Tees is a top-tier Legal 500 firm with extensive experience in business legal services. Our growing corporate and commercial, employment law and regulatory experts work with independently and family-owned business entities across multiple generations.
We also offer in-house independent financial advisory services, regulated by the Financial Conduct Authority, helping 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).
Making smart financial decisions over the long term isn’t just about picking the right investments, it’s about having the right
Following the 2024 Budget, we’ve been speaking with many clients who hold commercial property in a Self-Invested Personal Pension (SIPP).
Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT).
Compensation payments for medical negligence claims can often be one of the most significant sums of money that people handle.
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If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.
