Your financial needs are unique and so is our advice. We’ll explore a full range of investment and planning options to build a strategy that works for you, whether that’s focused on one part of your finances or a complete long-term plan.
You’ll have your own dedicated financial adviser, someone who gets to know you, understands your priorities, and is there when you need them. Many of our clients have been with us for years, and even across generations. We take pride in delivering advice that’s clear, practical and jargon-free.
At Tees, you’ll find independent financial advisers and legal experts working together on your behalf. From inheritance tax and later life planning to equity release and estate structuring—we cover every angle to protect and grow your wealth.
We support individuals, families and business owners with wealth planning that reflects your life now and your ambitions for the future. Whether you’re managing business income or planning for future generations, we’re here to help you make confident decisions.
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.
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 planning 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 Planning 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.
Following the recent reduction in the Bank of England base rate, we asked Kem Kemal, CEO of mortgage advisors Henry Dannell Private Clients Limited...
Land-owning and farming families often face unique financial and estate planning challenges. Significant wealth may be tied up in land, property and business assets,...
If you want to diversify your investments and improve tax efficiency, you may wish to consider Enterprise Investment Schemes (EIS) or Venture Capital Trusts...
With significant changes to inheritance tax on the horizon, anyone with commercial property invested in SSASs (Small Self-Administered Schemes) or SIPPs (Self-Invested Pension Plans)...
We are proud to announce that our Wealth team at Tees has once again been recognised by Citywire’s New Model Adviser as one of...
Making smart financial decisions over the long term isn’t just about picking the right investments, it’s about having the right guidance. That’s where an...
Following the 2024 Budget, we’ve been speaking with many clients who hold commercial property in a Self-Invested Personal Pension (SIPP). The question we’re hearing...
Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT). At the moment, if...
Compensation payments for medical negligence claims can often be one of the most significant sums of money that people handle. It isn’t a lottery...
When you build up a money purchase pension, you’re not just planning for your own retirement, you’re also creating a fund that could help...
When John turned 60, he was hit by a sobering thought — retirement was no longer a distant milestone. It was just six years...
How One Business Owner Benefited from a Family Investment Company Putting the money from the sale of his business into a Family Investment Company...
Rose and James are getting divorced late in life. In this scenario, they use the release of equity in their jointly-owned home to help...
In this scenario, Lucy and Max are using a lifetime mortgage to supplement the purchase of a property which would otherwise be outside their...
Sarah’s interest-only mortgage has expired, and she has to repay the capital. In this scenario we see how she’s able to use the equity...
Paul and Margaret Evans are a retired couple in their late 70s. They own a valuable property worth £1.2 million and have savings and...
For over three decades, Tees has provided expert legal services to multiple generations of the Miller* family, a prominent agricultural family with extensive farming,...
Please complete this form and one of our team will be in touch with you shortly.
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).
