Wealth management

Chartered Financial Planner status for Tees' wealth managers

Tees Financial Ltd, the independent financial advice and wealth management arm of major regional firm Tees, has further reinforced its excellent credentials and expertise in its field by being awarded Corporate Chartered Financial Planner status by the Chartered Insurance Institute (CII). The team recently received confirmation of the award and joined less than 1,000 firms across the UK that meet the strict criteria required to earn this prestigious status. 

The CII is the professional body for personal finance and is dedicated to building public trust in the insurance and financial planning profession. Using a firm with Corporate Chartered Financial Planner status gives clients the reassurance they need that they are dealing with a company that works to the highest professional standards and adheres to a strict ethical code of conduct. 

CII members must also demonstrate a broader commitment to professional values, including putting clients’ interests first, investing in ongoing employee development and supporting wider initiatives that benefit society as well as the growth of the profession. 

James Appleby is the Managing Director of Tees Financial Ltd and has worked in the financial services industry for over 32 years. He said: 

“We are delighted to have received Corporate Chartered Financial Planner status, which is a reflection of our technical expertise in our field, our commitment to investing in our people, and our strong focus on client care. We take pride in the high quality of advice we provide and value the trust our clients place in us to handle their finances on their behalf. Our new Corporate Chartered status will reinforce this trust, and provide new and prospective clients with the reassurance they need that we will always act in their best interests” 

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