Managing Director, Tees’ Wealth & Financial Planning
James has 30 years of experience in both corporate and private banking, and wealth management having previously worked for NatWest, RBS, Coutts and HSBC before joining Tees to head up its wealth arm in 2018. During his time at Tees, James has overseen the business being awarded Chartered Financial Planner status.
As well as serving on the Cambridge & South Cambridgeshire Chamber of Commerce committee, James is also a Bank of England Decision Maker Panel member.
Founded in 1913 by Herbert Stanley Tee in Bishop’s Stortford, Tees is a Legal 500 top tier firm providing expert legal services and independent financial advice to individuals, families and businesses. The firm has six offices in Bishop’s Stortford, Brentwood, Cambridge, Chelmsford, Royston and Saffron Walden.
Tees’ team of Chartered Financial Planners provides holistic independent financial advice on retirement planning, wealth management, investments, protection, and inheritance tax planning to individuals, business owners and entrepreneurs.
Specialist legal services for businesses include commercial property, corporate and commercial law, employment law and litigation. Legal services to individuals include clinical negligence, personal injury, family law, residential conveyancing and wills & probate.