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Bishop's Stortford law firm Tees' independent financial advice and wealth management arm has been awarded corporate chartered financial planner status




The independent financial advice and wealth management arm of Bishop's Stortford law firm Tees has been awarded corporate chartered financial planner status by the Chartered Insurance Institute (CII).

The team from Tees Financial Ltd join less than 1,000 firms across the UK that meet the strict criteria required to earn the 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.

Tees Financial Ltd managing director James Appleby, back centre in the blue tie, with the rest of the team (21188687)
Tees Financial Ltd managing director James Appleby, back centre in the blue tie, with the rest of the team (21188687)

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.

Tees Financial's managing director James Appleby said: "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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