The shareholders’ agreement: what every co-founder wishes they’d done earlier
Ask any experienced corporate lawyer what document they wish their clients had in place before they needed it, and the
Wealth Management and Independent Financial Advice
Protect and grow your wealth and achieve your financial goals, whatever the size of your investment.
Expert wealth management with the back-up of a full-service legal team
Independent advice from experienced advisers
Our financial advice is drawn from a comprehensive range of options, so will we find the financial plans that are most appropriate to your needs. We can look at investments for a proportion of your wealth or equally give you a full overview and financial plan to suit all your requirements.
What you can expect from us
Getting to know our clients is a priority and many of them have been with us over years and even generations. All our clients have a financial adviser so you will know who to contact when you need support or advice. We have a flexible, jargon-free approach so you know exactly where you stand. Our financial advisers work with our legal teams to ensure you have all bases covered, such as inheritance tax planning and later life lending (including equity release).
Financial and legal advice under one roof
At Tees, we offer all you need from an experienced team of chartered financial planners and independent financial advisers, with the back-up of a full-service legal team.
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.
Combined legal and financial services
Tees is a Top-Tier Legal 500 firm with a multi-disciplinary team who can help you with all aspects related to you and your business. Our legal and financial teams work closely together to ensure a joined-up first rate service for all our clients to meet all your business protection planning and implementation needs.
Our wealth management advisers can help you at every stage, from starting to plan for retirement, reviewing your existing arrangements, looking to access your pension or releasing equity from your home. We can advise on protection for you and your family against accidents and illness and help you with sensitive issues around long-term care planning.
Our independent financial advisers work as part of a bigger Wealth Management team. We are regulated and authorised by the Financial Conduct Authority, which means we are accountable for all the advice that we give.
As a top tier Legal 500 firm, our financial advisers work closely with our lawyers to give a fully rounded service under one roof.
Our key services
The areas our logistics solicitors can help you with include:
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News and insights
12 legal and commercial risks fast-growing businesses ignore until it’s too late
Fast growing businesses move quickly. They hire new staff, win new sales, build new products, buy other businesses and grow
Share sale vs asset sale: key legal considerations when selling or acquiring a business
Deciding to sell a business built up over the years might be a difficult decision for a seller to make.
Case law update: Directors’ Duty to think and act in Good Faith
The Supreme Court has, for the first time, confirmed the test for determining whether a director has breached their duty
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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, authorized and regulated by the Financial Conduct Authority (FCA), Registered number 211314, and registered in England and Wales (Company number 4342506).
