About UsTeesside Financial Management Ltd is a firm of Financial Advisers specialising in advising on and reviewing investments and pensions.
Our ApproachThe relationship which we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.
Our ServicesOur 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.
Private Client ServicesThe 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.
Corporate Financial PlanningTeesside Financial provide business owners with corporate financial planning advice in addition to looking after their own personal financial affairs.
FeesAt the outset we arrange a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives.
Welcome to Teesside Financial Management
Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional financial advice from people you can trust.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information.
We work in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations and we recognise the importance of providing long-term on-going assistance and guidance.
Treating Customers Fairly
Teesside Financial Management Ltd is authorised and regulated by the Financial Conduct Authority and we are happy to work within a regulated environment which prioritises the interests of consumers.
Teesside Financial Management Ltd has responded to the FCA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process.