Teesside Financial Management

Teesside Financial Management Ltd is a well-established firm of Financial Advisers based in Yarm, with over 30 years of experience in the industry. We pride ourselves on our independent approach to financial planning, tailoring our services to meet the specific needs and goals of each client.

Our Approach to Client Relationships

The cornerstone of our business is the deep-rooted relationships we build with our clients. We firmly believe in open and honest communication, regularly reviewing and adjusting our strategies to ensure they remain aligned with your evolving financial aspirations. Our dedicated team works collaboratively with clients, understanding their unique circumstances and aspirations to create a tailored plan that works for them.

Extensive Expertise Across Financial Services

Our expertise extends across various aspects of personal and business financial planning, encompassing:

• Investment & Pension Planning: We assist individuals in building and managing diversified portfolios, optimizing their retirement plans, and mitigating potential risks through appropriate insurance coverage.
• Private Client Services: We provide wealth management services to high-net-worth individuals, guiding them in complex financial decisions and complex financial situations.
• Corporate Financial Planning: We offer tailored guidance to businesses on corporate financial planning, including retirement schemes, employee benefits, and tax efficiency strategies.

A Commitment to Client Care

Integrity and transparency are at the heart of our values. We are regulated by the Financial Conduct Authority (FCA) and adhere to their stringent ethical codes. We are committed to Treating Customers Fairly (TCF) by:

• Providing clear and concise explanations of our services and fees.
• Treating clients with respect and professionalism.
• Regularly reviewing and monitoring our clients' portfolios and proactively making necessary adjustments.
• Maintaining open and ongoing communication throughout the entire process.

Building Trust Through Expertise and Transparency

At Teesside Financial Management, we are passionate about providing our clients with the highest quality advice and service possible. Our team of experienced professionals holds industry qualifications and undergoes continuous professional development to stay abreast of the latest financial planning advancements. We utilize state-of-the-art technology and research tools to deliver tailored solutions that meet your individual needs.