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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Wealth Planning for Business Owners

Help your business thrive with advice from our expert wealth planners.
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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

Efficient tax and financial planning is key to the success of your business

Understanding your business for the best management of your wealth.

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.

Independent advice on protection planning and investment

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.

Comprehensive view on pensions advice

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.

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.

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.

Mr and Mrs W - Westcliff

The areas our wealth management advisers for business owners can help you with include:

  • Tax planning
  • Protection planning
  • Investments
  • Pensions and retirement planning
Get in touch

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).

Our experience in wealth management for business owners

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