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Teesside Financial
34 High Street,
Yarm, TS15 9AE

Private Client Services

Our approach is simple; we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence.

Private Client Services

The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple; we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Teesside Financial Management Ltd has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Private Client Advice

  • Investment strategies
  • Pension planning (including income drawdown)
  • Tax planning strategies
  • Life and health insurance
  • School fees planning
  • Estate Planning

Teesside Financial Management Ltd understands that protecting our client's wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates.

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

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