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Tees Financial Ltd wealth specialist Toni Chalmers-Smith named Later Life Adviser of the Year

15:33, 28 November 2024

A wealth specialist at Tees Financial Ltd who helps people plan for their future has won a prestigious Women’s Recognition Award.

Toni Chalmers-Smith, who has worked in the financial services industry for more than 30 years, was named Later Life Adviser of the Year at the event hosted by The Financial Reporter.

She specialises in advising clients requiring later years’ advice, including later life lending, equity release and care fees planning.

Toni Chalmers-Smith
Toni Chalmers-Smith

“We believe financial and legal advice should take you to the stage where you can make clear and informed decisions, happy in the knowledge that you have received all the information and options needed to reach those very decisions,” said Chalmers-Smith, who works at the firm’s Bishop’s Stortford head office in London Road.

“I honestly believe at Tees we don’t just give advice for now, but so you can truly have a better future in your retirement and later years.

“I had a great night at the awards ceremony and I’m pleased to have been recognised with this award, but I am even prouder to be part of Tees.”

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