Independent advice focused on your goals
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 and those who are important to you. Our financial advisers will create a wealth plan for you that helps you build your wealth whilst supporting family life. If creating long term security beyond any day-to-day finances is important to you, get in touch with one of our advisers today. Our proactive advice will help you start making decisions now that will support you in the future.
A relationship that works for you
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. 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.
Legal and financial planning in one place
At Tees, you’ll find independent financial advisers and legal experts working together on your behalf. As a full-service law firm, we can also help you with wills and ways to limit your inheritance tax liability by careful planning, including using inheritance tax trusts. We take pride in supporting you through every stage of life, ensuring that whatever you do, you’re always seeing the full picture.
Helping you plan for today and tomorrow
We support families with wealth planning that reflects your life now and your ambitions for the future. Whether you’re a business owner wanting to secure your long term financial plan or planning for future generations, we’re here to help you make confident decisions.
Our key services
Contact us today
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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, authorised and regulated by the Financial Conduct Authority (FCA), Registered number 211314, and registered in England and Wales (Company number 4342506).
Key people
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 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.
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