I am a Chartered Financial Planner with over 20 years experience in giving advice to individuals as well as businesses. My focus is always on ensuring the right outcome for my client, and this can often be within areas they hadn’t previously considered.
My areas of specialism are around advising clients on their tax opportunities and the setting up and running of trusts as well as planning around their investment and retirement strategies, but I can help support clients with all areas of financial planning.
I believe there is a lot of benefit from working with businesses as this is often where the greatest value for clients can be found, but have always been drawn to the complexities of the more technical aspects of planning generally which can result in considerable savings and benefits for individuals also.
Having become a Fellow of the Personal Finance Society in 2014 I have pushed myself to maintain and enhance my knowledge and expertise in all areas related to financial planning as I believe that credibility and trust in your advisers is a key part of building a working relationship.
I have completed a STEP Professional Postgraduate Diploma in Private Wealth Advice and have been accepted as a full member of the Society of Trust and Estate Practitioners (STEP). STEP members are internationally recognised as experts in their fields.
I will often work closely with a number of other professionals when advising to ensure the right outcome for clients is achieved, and am happy to work as part of an advice team.
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.
Outside of work, I act as a local champion for Essex Community Foundation, which allows me to discuss charitable gifting with clients and includes the promotion and support of worthy local good causes that need to be put into contact with local benefactors. I’m also a trustee for the Tom Bowdidge Youth Cancer Foundation.
I’m married with two daughters and a Labrador, and enjoy spending time with my family and walking in the North Essex countryside.
I play golf badly, although enjoy the social and outdoors nature of the sport, and have an interest in most sports.
I am always happy to discuss how I am able to help, and will be open if this is not something I am able to do.
Technology has enabled new ways for people to harass ex-partners by tracking their movements and spying on their digital platforms. Solicitor Harry Calder explains...
Family mediation: A complete guide Family mediation can be a practical and cost-effective way to resolve issues that arise when a relationship breaks down....
Family legal issues often arise at pivotal moments in people’s lives. While internet searches may offer an initial overview, the legal framework is complex,...
Following the recent reduction in the Bank of England base rate, we asked Kem Kemal, CEO of mortgage advisors Henry Dannell Private Clients Limited...
Land-owning and farming families often face unique financial and estate planning challenges. Significant wealth may be tied up in land, property and business assets,...
If you want to diversify your investments and improve tax efficiency, you may wish to consider Enterprise Investment Schemes (EIS) or Venture Capital Trusts...
With significant changes to inheritance tax on the horizon, anyone with commercial property invested in SSASs (Small Self-Administered Schemes) or SIPPs (Self-Invested Pension Plans)...
A new thematic review published by NHS Resolution highlights serious and recurring problems in the diagnosis and management of Obstetric Anal Sphincter Injuries (OASIs)...
Before 6 April 2022, a person wishing to apply for a divorce had to explain to the Court the grounds of the breakdown of...
When a marriage or civil partnership breaks down, one of the most urgent concerns is often: “Can I stay in the family home?” Matrimonial...
In November 2023, the Human Fertilisation and Embryology Authority (HFEA) outlined a series of recommendations to modernise the law for families dealing with fertility...
The Blue Cross, an animal charity, takes in around four pets every week because of divorce or separation. Planning how to take care of...
