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.
I have assisted many of my existing clients with: –
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 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.
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,...
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Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT). At the moment, if...
Compensation payments for medical negligence claims can often be one of the most significant sums of money that people handle. It isn’t a lottery...
When you build up a money purchase pension, you’re not just planning for your own retirement, you’re also creating a fund that could help...
What happens if I can’t work because of illness? Many people assume it won’t happen to them. But the reality is different. According to...
In my last article, I explained why protecting yourself – your biggest financial asset, is the foundation of a strong financial plan. Income protection,...
For many people, retirement income planning is one of the most important financial decisions they will make. It’s not just about how much you’ve...
