Pension Advice & Retirement Planning

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

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. 

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.

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

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. 

We’re here to help

If you’d like to meet one of our pension and retirement planning 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

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.

Key people

Jane Doe
Partner
Jane Doe
Partner
Jane Doe
Partner

News and insights

Economic review April 2025

Key  takeaways The UK economy grew 0.5% in February, driven by strong service and manufacturing sectors despite looming headwinds Inflation

Economic review March 2025

Key takeaways The Chancellor cut welfare and departmental spending to restore a fiscal buffer, but risks to forecasts remain high

Frequently asked questions

The answers to many of your questions can be found here, please get in touch for further information.

Contact us today

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

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