Wealth Planning
9/10
Financial planning and advice for you or your business
Independent advice focused on your goals
At Tees, we help individuals, families and business owners make confident financial decisions at every stage of life. Whether you’re building wealth, preparing for retirement, protecting your family, planning for succession, or growing a business, our independent financial advisers provide clear, practical advice tailored to your goals.
With offices across Hertfordshire, Essex and Cambridgeshire, we combine local relationships with the expertise of a full-service professional advisory firm. Our clients benefit from having financial advisers and legal experts working together under one roof, helping to ensure every aspect of their financial future is aligned.
Why choose Tees?
Financial planning is about more than investments. It’s about having trusted advisers who understand your ambitions, your challenges and the bigger picture.
When you work with Tees, you’ll have a dedicated financial adviser who takes the time to understand what matters most to you. Many of our clients have trusted us for years, and often across generations, because we build long-term relationships based on personalised advice and exceptional service.
As independent financial advisers, we can recommend solutions from across the market, giving you confidence that our advice is focused on your best interests and designed around your individual circumstances.
Our key services
Supporting your personal financial goals
We help individuals and families navigate life’s important financial decisions, including:
- Retirement planning
- Investments and wealth management
- Inheritance tax planning
- Estate and succession planning
- Later life and care planning
- Protection and insurance solutions
- Equity release advice
By working closely with our legal teams, we can help create joined-up solutions that protect your wealth and support your long-term objectives.
Financial advice for business owners
Running a successful business brings unique financial opportunities and challenges. Our advisers work with directors, entrepreneurs and business owners across Hertfordshire, Essex and Cambridgeshire to help them maximise business value and achieve their personal financial goals.
We can support you with:
- Business protection planning
- Shareholder and succession planning
- Exit and business sale strategies
- Director and employee benefits
- Investment of surplus business funds
- Pension planning for business owners and key employees
Our ability to combine financial planning with specialist legal advice means you can access the expertise you need in one place, helping you make informed decisions for both your business and personal wealth.
Local advice with a joined-up approach
Whether you’re planning for the future of your family, protecting your business, or managing significant life changes, Tees offers the convenience of local advisers backed by wider legal and financial expertise.
From our offices across Hertfordshire, Essex and Cambridgeshire, we’re here to help you build, protect and transition your wealth with confidence.
What our clients say
“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.”
“Adrian listens carefully and offers impartial, invaluable advice that has helped me achieve my retirement and lifestyle goals. I highly recommend him for his excellent people skills and clear, straightforward guidance.”
“Toni Chalmers-Smith and her colleagues define “where there’s a will there’s a way.” Toni demonstrated tenacity, drive and an ability to think round problems and find solutions to deliver results.”
Key people
Get in touch
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Alternatively, you can call us now.
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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