How can I help you?
I am a Chartered Financial Planner with over 25 years of industry experience. I have held a variety of roles from advising retail and corporate clients to lending and compliance.
I enjoy helping clients with their wealth planning needs and I am happy to help clients in person whether it be in the comfort of their own home, at work or in one of our offices.
Delivering what you really need
I have assisted many of my existing clients with: -
- maximising and securing their retirement income
- investing their capital to achieve their financial goals
- protecting their wealth for their families
What else should you know?
I have achieved Chartered Financial Planner Status.
I am married with two children. I enjoy spending time with family and supporting my children with their education and extra-curricular sports and activities.
Tees are here to help
We have many independent financial advisers who are based in:
Cambridgeshire: Cambridge
Essex: Brentwood, Chelmsford, and Saffron Walden
Hertfordshire: Bishop's Stortford and Royston
But we can help you wherever you are in England and Wales.