James Fpfs Email & Phone Number
Managing Director
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Fpfs Location
- Bishop's Stortford, GB
James Fpfs Work
- Managing Director of the Wealth and Financial Planning business at Tees. Tees Group ExCo Member @ (December 2018 - Present)
- Managing Director @ Tees Financial Ltd (December 2018 - Present)
- Board Trustee @ (July 2025 - Present)
- Director @ (August 2018 - December 2018)
- Managing Director @ (January 2018 - December 2018)
- Director, Head of the Wealth Centre of Excellence and the Life and Investment Contact Centre @ (July 2015 - January 2018)
- Executive Director, Market Head and Senior Wealth Manager @ (August 2014 - July 2015)
- Regional Director - Private Banking and Advice @ (April 2010 - August 2014)
- Regional Sales Manager - Financial Planning @ (May 2009 - April 2010)
- Area Sales Manager and Deputy Head of Sales - Financial Planning @ (January 2006 - April 2009)
- Area Manager - Regulated Sales @ (January 2004 - January 2005)
- Sales Manager, Branch Manager, Independent Financial Adviser @ (June 1992 - August 2004)
- Superannuation Department @ (January 1991 - January 1991)
James Fpfs Education
- Bedford School 1976-1984
- Chartered Insurance Institute
Chartered Financial Planner and Fellow of the Personal Finance Society
- The Chartered Institute for Securities & Investment (The CISI)
Chartered Fellow
- LIBF
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)
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
- Board Governance
- Trusteeship
- 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 and 1 mobile phone numbers on RocketReach.
Looking for a different James Fpfs?
Find contact details for 700 million professionals.
Others Named James Fpfs
James Appleby
Chief Executive Officer
Washington, DC, US
James Appleby
Chicago District CES Service Manager
Glen Ellyn, IL, US
James Appleby
Non-Executive Chairperson
London, GB
James Appleby
Outpatient Services Manager
Mount Pleasant, SC, US
James Appleby
Strategy Director
London, GB
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co