Maximise your retirement income
Knowing you have a strong investment portfolio that will be working hard for you as you enter retirement is important. You want to ensure you are making the right financial decisions before you stop working and this isn’t something you can do alone. 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 ahead of retirement.
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.
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. 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.
Navigating tax, pensions and investment decisions with confidence
Understanding what changes will happen when you stop working will give you the confidence to make more informed financial decisions. Our team of financial advisers will review your portfolio and financial situation and make sure that when you want to retire, there are no hidden surprises. 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.
Pension advice and retirement planning
The sooner you start to plan for retirement, the better. We can help with the different types of pensions and schemes that exist, including personal pensions, stakeholder pensions, Small Self-Administered Pension Schemes (SSASs), SIPPs (Self-Invested Personal Pensions), workplace pensions and National Employment Savings Trust (NEST) schemes. We can also help you with advice on taking an early pension, annuities, pension drawdown and tax-free lumps sums, and later life lending including equity release. Our Pension Transfer Gold Standard accreditation gives you the confidence that you’re dealing with a firm that is going beyond the minimum requirements when giving financial advice.
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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).
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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