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Teesside Financial
34 High Street,
Yarm, TS15 9AE

Our Services

Our business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 25 years.

Our Services

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Our business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 25 years and throughout this period we've developed many good friendships.

Teesside Financial Management Ltd offer both personal and corporate advice on a whole range of financial services including the following:

Personal

  • Retirement and pension planning
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation
  • Protection against critical illness
  • Income protection
  • Inheritance planning
  • Private medical insurance
  • Family protection life assurance

Corporate

  • Employee benefits implementation and management
  • Pension planning for Directors, Partners & Senior employees
  • Pension schemes
  • Group Income Protection
  • Group Private Medical Insurance
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required

The value of an investment and income derived from such investment can go down as well as up and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation and trust advice or school fees planning.

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