Wealth management
We combine independent financial advice with expert legal advice so you get a fully joined-up view. Our Chartered Financial Planners cover: pensions and retirement planning, saving and investing, inheritance tax planning, later life lending (including equity release), long term care planning, and protection for your family and business.
Independent financial advice for wealth management
Taking the time to understand your circumstances and goals is a top priority. With in-depth knowledge, our specialists apply their financial and legal expertise to achieve the best possible results. Many clients have been with the firm for several years, benefiting from a personal, committed approach and the straightforward, jargon-free nature of all services provided.
Our specialist wealth management services include:
- Pensions and retirement planning - whether you’re starting to plan for your retirement, seeking advice on your existing arrangements or looking to retire and access your pension or release equity in your home
- Saving and investing – we provide ‘whole of market’ independent financial advice on all types of savings and investment products, offering bespoke solutions tailored to your needs
- Protection for families and businesses - accidents and illnesses can have a major financial impact on your family or business if you're not adequately protected
- Long-term care planning – a complicated and sensitive area. We provide honest, independent advice so you can feel reassured that all options are considered
Call our financial advisers for a FREE initial consultation on 0800 013 1165
We are independent; what does this mean?
- We consider all types of investment products
- Bespoke planning and products tailored to all your financial needs
- Unbiased advice
- Accountability to you, not to the provider
- Simple and transparent fee structure
- High level of overall expertise - not just knowing about a particular type of product.
The financial services provided on this page is by Tees Financial Limited, authorised and regulated by the Financial Conduct Authority. Registered number 211314.
Our legal services are regulated by the Solicitors Regulation Authority.
Case Study: Making the most of your wealth
UKSIF
Tees are members of UKSIF (UK sustainable Investment and Finance Association), their vision is “ A fair, inclusive and sustainable financial system that works for the benefit of people and planet and drives positive change”.
Talk to an expert
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Adrian Ostler
Financial Services Manager, Wealth Management
Cambridge office
Meet Adrian -
Toni Chalmers-Smith
Wealth Specialist, Wealth Management
Bishop's Stortford office
Meet Toni -
Katy Morton
Compliance Manager, Wealth Management
Bishop's Stortford office
Meet Katy -
James Appleby
Managing Director at Tees Wealth
Bishop's Stortford office
Meet James
What our clients say
Jeff Sadler
Eastbourne
Adrian listens carefully and provides impartial advice which has been invaluable in helping to me reach my retirement and lifestyle goals. I have no hesitation in recommending Adrian, as his people skills are excellent and the advice given is always uncomplicated and succinct.
Mr T & Mrs N Smerdon
Huntingdon
Kieron was able to explain things to us in simple terms which we understood and even made pensions sound interesting! You can tell that he loves what he does and really knows his stuff. He has a friendly approachable manner and we look forward to working with him again in the future.
Mrs Mary Pope
Herts
Toni Chalmers-Smith and her colleagues define "where there's a will there's a way". Toni demonstrated tenacity, drive and an ability to think round problems and find solutions to deliver a result. Toni and the team at Tees are a must for anyone considering financial advice.
Mr and Mrs W
Woking
We've been very impressed by the foresight the team at Tees have shown, for example, with planning for pensions, in light of the new rules introduced by the government. We’ve been made to think about our approach to finance in a completely new way and Tees were instrumental in this approach.
Mr and Mrs W
Westcliff
Entrusting the accumulated wealth of a lifetime's endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.
Susan Smith
Braintree
Tees patiently explained everything in detail, in language that is easy to understand. They offered an excellent professional, honest, trustworthy and friendly service.
