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 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.
As a business owner, have you ever asked yourself how much your business would be worth today? Even if you
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
