Financial and estate planning for land-owning and farming families
Land-owning and farming families often face unique financial and estate planning challenges. Significant wealth may be tied up in land,
I will support you through the process of planning for all your life events be that helping your children through education, ensuring that they can get on the housing ladder, specific plans such as a once in a lifetime holiday, protecting your family wealth or simply ensuring that you have financial stability both now and in retirement.
I have worked in financial services for over 32 years, and I am passionate about helping clients achieve their goals and most recently have worked closely within the farming community. In addition to this I have also spent time leading teams of financial advisors. This has allowed me to appreciate the importance of being able to talk to everyone in a manner that is right for them and tailoring discussions appropriately.
I take a holistic approach to advice which can include helping you with Protection, Investments, Pensions, Tax and Estate planning.
Most important to me is growing relationships with my clients and regularly reviewing their financial plans to ensure that they stay relevant as their goals and lives change.
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.
I am a Chartered Financial Planner and a Chartered Associate of the London Institute of Banking and Finance.
Outside of work, I enjoy spending time with my wife and four children, walking our dogs and spending quality time together. My wife and I also enjoy travelling with our friends and exploring new cities.
Land-owning and farming families often face unique financial and estate planning challenges. Significant wealth may be tied up in land,
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