Is your business due for a health check?
As a business owner, have you ever asked yourself how much your business would be worth today? Even if you
I have worked in the Financial Services industry for over 25 years, guiding and advising clients throughout all stages of their lives to help them achieve the best possible outcomes. My career began at Lloyds Bank, where I spent more than 25 years in a variety of roles before progressing into the Financial Adviser position. I have also worked in a technical capacity supporting a team of independent financial advisers at a local firm, further strengthening my technical knowledge and advisory expertise.
I provide our portfolio review service, advising clients on their short, medium, and long-term objectives.
I am passionate about helping clients work towards their desired outcomes and conduct regular reviews to monitor and adjust their plans where necessary, keeping them on track with their goals.
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.
A Level 4 qualified, experienced, and client-focused professional, I hold the Equity Release CII ER1 qualification, the Diploma in Financial Planning (DipPFS / Dip CII), and Advanced Mortgage CeMAP and CeMAP qualifications. I have a proven track record in delivering excellent service and tailored financial planning solutions.
In 2021, I was involved in developing and launching the firm’s direct service and advice offering, which has been very well received. Clients have consistently provided strong feedback, recognising the suitability of the advice and the positive outcomes achieved.
I provide comprehensive financial advice and portfolio management services, including pension accumulation and decumulation strategies supported by cashflow planning. I also deliver managed portfolio solutions designed around individual client needs. Throughout all interactions, I maintain a client-centric approach, ensuring I fully understand client objectives and act professionally and responsibly in all dealings.
I’m married with one daughter and enjoy spending time with friends and family. I’m an avid sports fan and enjoy watching most sports. I also try to maintain my fitness as an enthusiastic cyclist, which is essential when navigating Cambridge traffic.
As a business owner, have you ever asked yourself how much your business would be worth today? Even if you
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