James Appleby Email & Phone Number
Managing Director of the Wealth and Financial Planning business at Tees. Tees Executive Board Member @ Tees Law
James Appleby's Location
Bishop's Stortford, GB
James Appleby's Work
- Managing Director of the Wealth and Financial Planning business at Tees. Tees Executive Board Member @ Tees Law
- Managing Director @ Tees Financial Ltd
- Director @ RBC Wealth Management
- Managing Director @ Appleby Wealth Management Ltd
- Director, Head of the Wealth Centre of Excellence and the Life and Investment Contact Centre @ HSBC
- Executive Director - Market Head and Senior Wealth Manager @ Coutts
- Regional Director - Private Banking and Advice @ The Ro al Bank Of Scotland Group
- Regional Sales Manager - Financial Planning @ NatWest
- Area Sales Manager and Deputy Head of Sales - Financial Planning @ NatWest
- Area Manager - Regulated Sales @ Halifax
James Appleby's Education
- Chartered Insurance Institute
Chartered Financial Planner and Fellow of the Personal Finance Society
- Chartered Institute for Securities and Investment
Chartered Fellow
- The London Institute of Banking & Finance
Fellow of The London Institute of Banking & Finance (FLIBF)
1986
- The Chartered Banker Institute
Chartered Banker and Fellow of the Chartered Banker Institute (FCBI)
- European Financial Planning Association
EFPA European Financial Planner (EFP)
- Bedford School1976 - 1984
James Appleby's Skills
- Wealth Management
- Private Banking
- Banking
- Financial Planning
- Sales Management
- Business Development
- Credit Analysis
- Credit
- Financial Advisory
- Retirement Planning
James Appleby's Summary
James Appleby, based in Bishop's Stortford, GB, is currently a Managing Director of the Wealth and Financial Planning business at Tees. Tees Executive Board Member at Tees Law, bringing experience from previous roles at Tees Financial Ltd, RBC Wealth Management, Appleby Wealth Management Ltd and HSBC. James Appleby holds a Chartered Financial Planner and Fellow of the Personal Finance Society @ Chartered Insurance Institute. With a robust skill set that includes Wealth Management, Private Banking, Banking, Financial Planning, Sales Management and more, James Appleby contributes valuable insights to the industry. James Appleby has 2 emails on RocketReach.
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