James Fpfs Location
- Bishop's Stortford, GB
James Fpfs Work
- 2018 - now Managing Director of the Wealth and Financial Planning business at Tees. Tees Executive Board Member @
- 2018 - now Managing Director @ Tees Financial Ltd
- 2025 - now Board Trustee @
- 2018 - 2018 Director @
- 2018 - 2018 Managing Director @
- 2015 - 2018 Director, Head of the Wealth Centre of Excellence and the Life and Investment Contact Centre @
- 2014 - 2015 Executive Director - Market Head and Senior Wealth Manager @
- 2010 - 2014 Regional Director - Private Banking and Advice @
- 2009 - 2010 Regional Sales Manager - Financial Planning @
- 2006 - 2009 Area Sales Manager and Deputy Head of Sales - Financial Planning @
- 2004 - 2005 Area Manager - Regulated Sales @
- 1992 - 2004 Sales Manager, Branch Manager, Independent Financial Adviser @
- 1991 - 1991 Superannuation Department @ Bankers Trust
James Fpfs Education
- Bedford School 1976 - 1984
- European Financial Planning Association
Chartered Financial Planner and Fellow of the Personal Finance Society
- Chartered Insurance Institute
- The Chartered Institute for Securities & Investment (The CISI)
- LIBF 1986null
- The Chartered Banker Institute
James Fpfs Skills
- Wealth Management
- Private Banking
- Banking
- Financial Planning
- Sales Management
- Business Development
- Credit Analysis
- Credit
- Financial Advisory
- Retirement Planning
- Relationship Management
- High Net Worth Individuals
- Asset Management
- Strategic Financial Planning
- Mortgage Lending
- Talent Management
- Finance
- Income Protection
- Wealth Management Services
- Investment Advisory
- Insurance
- Leadership
- Credit Risk
- Financial Risk
- Cross Selling
- Savings
- Investment Banking
- Financial Markets
- Investments
- Financial Services
- Pensions
- Portfolio Management
- Wealth
- Retail Banking
- Commercial Banking
- Inheritance Tax Planning
- Funding
- Risk Management
- Investment Strategies
- Critical Illness
- Residential Mortgages
- Retirement
- Operational Risk
- Asset Allocation
- Loans
- Credit Cards
- Equities
- Commercial Lending
- Branch Banking
- Fixed Income
- Sales
- Customer Service
James Fpfs Summary
- James Fpfs, based in Bishop's Stortford, GB, is currently a Managing Director at Tees Financial Ltd. James Fpfs brings experience from previous roles at Tees Law, Saracens Foundation, RBC Wealth Management and Appleby Wealth Management Ltd. James Fpfs holds a 1976 - 1984 Bedford School. With a robust skill set that includes Wealth Management, Private Banking, Banking, Financial Planning, Sales Management and more. James Fpfs has 3 emails on RocketReach.
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