News and Articles

Care Fees "A Problem to be Faced"

Sunday, January 19, 2020
Toni Chalmers of Tee financial plc advises on care fees planning

Tax Management during Taxing Times

Sunday, January 19, 2020
Kersi Deboo of Tee financial plc advises on tax management

Pass Your Pension to your Grandchildren!

Sunday, January 19, 2020
Roger Spearing of Tee financial plc advises on a new development from AXA Sun Life

3 PARA - Yukon River Quest

Monday, April 22, 2013
Tees Financial are proud to be sponsoring a team from 3 PARA in the Yukon River Quest. All proceeds go to the Afghanistan Trust.

Education Funding

Monday, June 11, 2012

Tax efficient solutions to help with the high costs of educational funding.

The NEST Egg

Thursday, May 17, 2012
Kersi Deboo reviews the National Employment Savings Trusts (NEST).

The Changing Face of Pensions

Tuesday, April 17, 2012
Kersi Deboo looks at the changes in pensions, the funding and the drawing of benefits.

You have more to gain at Tees Financial...

In finance, as in life, no-one can be an expert on everything - but you can surround yourself with those who are! At Tees Financial you can call on a team of specialist financial advisers who combine wide ranging expertise with unbiased and authoritative advice.

Our financial consultancy is able to provide a complete wealth management service to companies, trusts and private individuals.

...our only vested interest is in our clients

As financial advisers, in relation to Investment and Pension business, we are restricted and shall therefore provide advice only on a limited range of products. We will however be able to source the whole of the market for those products. With regard to Pure Protection business and Mortgage business (including home reversion plans) we remain able to source the whole of the market.

Combined with the complementary legal services provided by Tees Law, we are uniquely placed to provide comprehensive professional advice on such matters as retirement, estate planning, taxation, custody, life and income protection, and trust and portfolio management.

Tee Financial plc came into being when Stanley Tee solicitors bought the long established Bishop's Stortford Independent Financial Adviser firm of George Rutt & Co in September 2002. Stanley Tee's investment management team joined the IFA team of George Rutt & co to form Tee Financial plc. The new firm could then offer a complete wealth management service.

Tee Financial plc adopted the trading name of Tees Financial in April 2012, got a new logo and moved into the Tees Law building in High Street in Bishop's Stortford and now offer both legal and financial services to our clients under one roof.

2012 Health Insurance Awards2013 Health Insurance Awards

The Best Long-Term Care Intermediary category is always one of the most competitive at the Health Insurance Awards, generating entries of a consistently high calibre year-after-year.
This year, members of the judging panel were impressed by the way in which Tees Financial demonstrated a sound understanding of social care funding – and by its determination to secure state benefits to which the client was entitled

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