Beyond protection: The power of savings and investments
In my last article, I explained why protecting yourself – your biggest financial asset, is the foundation of a strong
Help your business thrive with advice from our expert wealth planners.
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.
The team at Tees have the diversity in knowledge that enable them to understand their clients needs. They operate with transparency and fairness.
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 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).
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.Â
Our legal services are authorised and regulated by the Solicitors Regulation Authority.
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