Our offices will be closed from midday on Tuesday 23 December 2025 until 9.00am on Friday 2 January 2026.

Should you require urgent assistance while our offices are closed, please call 0808 296 5754.

Warm wishes for the Festive Season

Warm wishes for the Festive Season

Our offices are closed from 12pm on 23.12.25. We reopen at 9am on 02.01.26. For urgent requests during this time, call us on.

0808 296 5754
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Pension Advice & Retirement Planning

Achieve your financial goals, planning for a comfortable future with help from our independent advisers.
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We're proactive

We don’t just look after you, we look out for you.  That means we bring you insights, advice and keep you up to date on all kinds of legal matters so you can keep ahead.

We’re expert-led

We match a member of the team with the right expertise to every client, who will invest time getting to know you, who will look after your interests and ensure you have access to the whole firm when you need it.

We talk your language

The legal and financial matters might be complex, but we aim to keep things straightforward and explain everything in terms that are relevant to you.

Overview

All the advice you need on savings, investments and pensions from our financial experts

Financial and legal advice for the future

At Tees, we have all the experience of our team of independent financial advisers and wealth planners to help you ensure you get the best from your savings for a comfortable and secure future. As a full-service law firm, we can also help you with wills and ways to limit your inheritance tax liability by careful planning, including using inheritance tax trusts.

Save and invest with our expert financial planners

With the right professional advice, you can make your savings work harder, providing independent tailored advice. We can help you with the full range of ISAs including cash ISAs, Stocks and Shares ISAs, Junior ISAs (JISAs), Help-to-buy ISAs, Lifetime ISAs (LISAs) and other forms of tax-free investing. We also help with investing in tax-efficient vehicles such as venture capital trusts, enterprise investment schemes and the alternative investment market.

Pension advice and retirement planning

The sooner you start to plan for retirement, the better. We can help with the different types of pensions and schemes that exist, including personal pensions, stakeholder pensions, Small Self-Administered Pension Schemes (SSASs), SIPPs (Self-Invested Personal Pensions), workplace pensions and National Employment Savings Trust (NEST) schemes. We can also help you with advice on taking an early pension, annuities, pension drawdown and tax-free lumps sums, and later life lending including equity release. Our Pension Transfer Gold Standard accreditation gives you the confidence that you’re dealing with a firm that is going beyond the minimum requirements when giving financial advice. 

How we can help

If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.

We have offices across Cambridgeshire, Essex and Hertfordshire, but we can help you wherever you are in England and Wales.

We’ve been very impressed by the foresight the team at Tees have shown, for example, with planning pensions. We’ve been made to think about our approach to finance in a completely new way.

Mr and Mrs W

The areas our savings, investments and pensions advisers can help you with include:

  • The full range of ISAs
  • Investing for income
  • Portfolio planning
  • Discretionary fund management
  • Investing in tax efficient vehicles
  • Limiting your inheritance tax liability
  • Planning for retirement (including pensions for children)
  • Transferring all your pensions into one plan
  • Defined benefit pension transfers
  • Additional voluntary contributions (AVCs)
  • The full range of pension schemes
Get in touch

Free pension advice

To find out more, give us a call. We offer a free consultation and can meet you face-to-face, virtually or in your own home, whichever is best for you. Tell us what you want to achieve, and we’ll let you know how we can help.

The financial services provided on this page are by Tees Financial Limited, authorised and regulated by the Financial Conduct Authority. Registered number 211314.

Our legal services are regulated by the Solicitors Regulation Authority. 

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If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.

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0800 013 1165
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