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Joined-up financial and legal advice for businesses new and old




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Tees wealth team (12911109)
Tees wealth team (12911109)

Research shows that counties closely connected to London represent some of the best places in the UK to start and run successful businesses. Home to science parks, top technology companies and complemented by its world-class academic institutions and commercial endeavours, Cambridge, together with neighbouring Bishop’s Stortford and Chelmsford, figures high on the UK’s list of business success stories.

Success factors

Entrepreneurs who set up and run flourishing businesses do so because they have a good proposition and the enterprise, drive and commitment to make a go of it. However, they may not be experts in the financial and legal aspects that can play a major role in its success.

That’s why working with an expert team that has a clear understanding of business issues and operates to high professional standards makes good business sense.

Joined-up thinking

The 26-strong team at Tees Financial offers a wide range of services across all the areas of personal and business financial planning.

Managing Director James Appleby sums up what they have to offer: “At Tees Financial, we understand that the day-to-day demands of running a business can be all-consuming, leaving little time to consider constantly changing specialist areas like pension planning and protection provision. This is where we fit in.

“We offer in-depth, practical financial planning and we work in tandem with our business services legal team who specialise in advising on the legal aspects of corporate, commercial and employment law. And it’s being able to offer these services seamlessly that is particularly attractive and beneficial to clients.

“Unsurprisingly, we are finding that more and more business owners prefer to enlist our help to fill their knowledge gap, and look to us to provide the right package of products and services to meet their needs and those of their workforce.

“We offer the complementary skills needed to ensure that there’s a robust financial planning strategy in place at all times.”

Tees' Cambridge office (12978713)
Tees' Cambridge office (12978713)

Bespoke financial planning solutions

Financial services manager Adrian Ostler has wide experience and knowledge of doing business in East Anglia: “We work with businesses of all types and from all sectors in Cambridge and the surrounding area. We understand the particular needs of business owners, directors and their families and provide advice on important areas such as investments, pensions, retirement and tax planning.

“One group we work with extensively is family businesses, which many would say are the backbone of the economy. They have their own unique requirements. Succession planning for example, can be challenging.

“Experience shows that it can be all too easy for busy entrepreneurs to overlook the need to plan and organise their own finances as well as those of their businesses, we help them redress the balance.”

Building long-term relationships

Our clients tell us they appreciate the comprehensive approach we adopt to the provision of professional advice.

“We believe firmly in working in partnership with them, and our aim is always to build long-lasting relationships that ensure their wealth and businesses are protected by the services we have to offer.”

So, if you’re looking for advice on family and business protection, retirement planning, investment, estate planning or wealth preservation, do get in touch by calling 01223 311141 or emailing wealth@teeslaw.com, or visiting teeslaw.com/financial-advice.

Tees logo for Indies. (12920223)
Tees logo for Indies. (12920223)


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