Why choosing the right IFA matters for long-term financial planning
Making smart financial decisions over the long term isn’t just about picking the right investments, it’s about having the right
I lead the financial advice team at Tees, and have worked in financial services for over 32 years. As well as being a trusted adviser to my clients, the majority of my career has also been spent leading teams specialising in financial advice, wealth management and private banking.
People are at the heart of everything we do – and we are passionate about helping people achieve their goals. Our primary aim is to help our clients to enhance, grow and protect their wealth.
All of our advisers work in partnership with clients for the long-term, and we have advised many of our clients over the course of years. Our expertise and experience means we can look ahead and help our clients achieve the best possible results in their situation.
The key services we provide are:
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.
My qualifications include:
Outside of work, I enjoy swimming and taking part in open water swimming events with my sons. I’m also a qualified marine mammal medic, as well as having a passion for rugby and cricket.
Making smart financial decisions over the long term isn’t just about picking the right investments, it’s about having the right
Following the 2024 Budget, we’ve been speaking with many clients who hold commercial property in a Self-Invested Personal Pension (SIPP).
Key takeaways The UK economy grew 0.5% in February, driven by strong service and manufacturing sectors despite looming headwinds Inflation
Key takeaways The Chancellor cut welfare and departmental spending to restore a fiscal buffer, but risks to forecasts remain high
From 6 April 2026, the rules for Business Property Relief (BPR) will change. For many business owners this could alter
Owning a horse with someone else can be a wonderful experience, but without a clear, written agreement, even the best
The UK Supreme Court has recently handed down its judgment in a thread of cases which have gained a lot
Planning your business exit might not appear as exciting as building it, but it is just as important. A clear
