James Appleby

Managing Director, Wealth Management

James Appleby, Financial advice and Wealth management specialist in Bishops Stortford

How can I help you?

I lead the financial advice and investment management teams at Tees, and have worked in financial services for over 32 years. As well as being a trusted adviser to my clients, the majority of my career has also been spent leading teams specialising in financial advice, wealth management and private banking.  

People are at the heart of everything we do – and we are passionate about helping people achieve their goals. Our primary aim is to help our clients to enhance, grow and protect their wealth.

All of our advisers work in partnership with clients for the long-term, and we have advised many of our clients over the course of years. Our expertise and experience means we can look ahead and help our clients achieve the best possible results in their situation.

Delivering what you really need

The key services we provide are:

  • Investment advice
  • Investment management (both advisory and discretionary)
  • Retirement planning and pensions
  • Family and business protection
  • Estate planning and wealth preservation
  • Long term care and equity release, together with pre-paid funeral plans.

What else should you know?

My qualifications include:

  • Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS)
  • Chartered Banker and Fellow of the Chartered Banker Institute (FCBI)
  • Fellow of the London Institute of Banking & Finance (FLIBF)
  • Member of the Chartered Institute for Securities and Investment (MCSI)
  • EFPA European Financial Planner (EFP)

Outside of work, I enjoy swimming and taking part in open water swimming events with my sons.  I’m also a qualified marine mammal medic, as well as having a passion for rugby and cricket.

Send us a confidential enquiry and our team will be in touch as soon as we can.

We treat data privacy very seriously. We use your data to work for you – primarily providing the professional legal and financial services you have requested. Our privacy policy explains in full how we collect, store, handle and use your personal data. View our Privacy Policy for legal services and Privacy Policy for financial services.

Tees coronavirus update

We’re open and here to help you. We’re running as normal with our employees all working from home.

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You can call us as normal on 0800 013 1165 or email us: hello@teeslaw.com.

You can also find contact details for all our advisers here. 

As a flexible and technologically-adept firm, we already had many home-working systems in place. We have now rolled this technology out to all our employees working for clients, so they can continue to work normally - and from home.

If you are a client, please be assured you can get in touch with Tees and we are still working on your case. To replace face-to-face meetings, we have the facilities to do video-conferencing, conference calls or just speak on the phone, as you need.

Due to the circumstances, please call us if you would have wanted a home visit, and we can organise the best and safest way of being in touch.

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