James Appleby

Managing Director, Wealth Management

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.

Back to our team list

We understand your situation and our expert team are here to help

Get in touch to speak with someone who can help you move forward.

Contact us
A father and daughter walking their Labrador in a green field

Tees coronavirus update

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

Find out more Show less

Our top priority is to continue serving our clients and protecting our employees and clients alike.

We are open and working to help clients.

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.

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. 

Designed and built by Onespacemedia