Your wealth health check
Your pre-retirement health check
The wealth ‘health check’ tool below will take a few minutes to complete and take you through some of the wealth basics that you need to be aware of.
At Tees, you’ll have your own dedicated financial adviser, someone who gets to know you, understands your priorities, and is there when you need them. We will view your financial position and help you make informed decisions with your finances, leaving you with more time to focus on what matters most.
Pre-retirement health check
15 questions across five key areas of your financial life. Takes around 4 minutes — you'll get a personalised score and some areas you may want to consider going forward. Your answers are never stored or shared. This is not financial advice and should be used alongside discussions with a Financial Adviser.
This material is intended to be for information purposes only and is not intended as an offer or solicitation for the purchase or sale of any financial instrument. It is not intended to provide and should not be relied on for accounting, legal or tax advice, or investment recommendations. Past performance is not a reliable indicator of future returns and all investments involve risks including the risk of possible loss of capital. Some information quoted was obtained from external sources we consider to be reliable.
Tees is a trading name of Tees Financial Limited which is authorised and regulated by the Financial Conduct Authority. Registered number 211314.
Tees Financial Limited is registered in England and Wales. Registered number 4342506.
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Contact us today
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, authorised and regulated by the Financial Conduct Authority (FCA), Registered number 211314, and registered in England and Wales (Company number 4342506).
