Beyond protection: The power of savings and investments
In my last article, I explained why protecting yourself – your biggest financial asset, is the foundation of a strong
Help your business thrive with advice from our expert wealth planners.
As a business owner, we understand that you have specific requirements when it comes to managing your wealth. We make a point of getting to know our clients and understanding their businesses down the finest detail. Tax efficiency is key to the financial health of your business. We will advise you with a review of the balance of trading versus investment activities within your business.
Our wealth advisers will give you an independent view of the marketplace when recommending protection planning for your business, including life and income protection insurance. They will also help you create a diverse and balanced investment portfolio to ensure you get the best out of your savings for a comfortable and secure future.
We advise business owners on the full range of pension schemes, and our legal team can also help with wills and ways to limit your inheritance tax liability.
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.
If you’d like to meet one of our financial 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.
This material is for informational purposes only and does not constitute an offer or solicitation for the purchase or sale of any financial instrument. It is not intended as accounting, legal, tax, or investment advice. Past performance is not indicative of future results, and all investments carry risks, including the potential loss of capital.
Tees is a trading name of Tees Financial Limited, authorised and regulated by the Financial Conduct Authority (FCA), Registered number 211314, and registered in England and Wales (Company number 4342506).
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