News Archives

Tees Better Future Fund grant awarded to Essex charity, Action For Family Carers

Posted on 7 June 202329 March 2025 by Sarah O'Sullivan

Tees Better Future Fund is very pleased to announce that Action for Family Carers in Essex is one of the three community projects to receive a Tees Better Future Fund grant in the latest funding round.

Action for Family Carers is an Essex charity, which for over 30 years has been providing information and support to carers who have unpaid, caring responsibilities for others.

Their mission is to make a positive difference in the lives of carers including young carers. Action for Family Carers does this by offering an array of different activities and support groups across Essex such as:

young carer club nights and support in schools
young adult carer transition support when moving to further/higher education or employment
counselling for carers
day care and Activity Groups for vulnerable older people and people with dementia and memory loss
whole family support
targeted support such as GP liaison.

These programmes have helped over 1000 families and that number continues to grow every day.

The grant funding will go towards a new club, to support young carers in the Chelmsford area. They will support young carers across Essex by providing practical and emotional support as well as respite care. This club will allow young carers to spend time with their peers, take part in arts and crafts, get a healthy snack, and provide them with the opportunity, to unwind and enjoy themselves away from their caring responsibilities.

Chris Vince, Young Carers Service manager for Action for Family Carers, said :

“The support we get from local charities like the Tees Better Future Fund is essential to allow us to do the work we do, supporting young carers across Essex and I would like to take this opportunity to thank them for such a generous donation.

Young carers provide such a vital role in supporting family members in need and we want to do everything we can to support them and ensure they are successful in their lives.”

Daniel Bowen relationship management leader of the Tees Better Future Fund said:

“It’s a privilege for Tees to work alongside local charities, like Action for Family Carers, who provide respite and support to young carers who look after others within our community. There are approximately 10,000 young carers in Essex and without their vital support through unpaid work, the individuals being cared for would not manage.

Extending support to children who care for others is not just an act of compassion, but a vital investment in their well-being and the future of our society. These young caregivers exhibit remarkable strength, resilience, and selflessness, shouldering responsibilities far beyond their years. We have a responsibility to invest in these young people, to ensure that they receive the support and resources they need to navigate their unique journey. By recognising their challenges, providing some respite and guidance and the opportunity to connect with others who understand, we hope these young carers will be empowered to maintain their well-being, pursue their dreams, and unlock their fullest potential.”

Children’s Integrated Playschemes receives Tees Better Future Fund grant

Posted on 6 June 202329 March 2025 by Sarah O'Sullivan

Tees Better Future Fund is delighted to announce that CHIPS (Children’s Integrated Playschemes) in Bishop’s Stortford, is one of the projects in the second round of applications, to receive a Tees Better Future Fund grant.

CHIPS create safe spaces for children with additional needs to play together and support their parent’s/carers’ well-being by offering them short breaks from their caring responsibilities.

Founded by parents in 1994 as a pilot project by Herts County Council, CHIPS now supports over 200 families, of which there are some 230 children with additional needs and their siblings.

CHIPS now runs six different playschemes and various special interest clubs, across East Hertfordshire and Broxbourne for children aged 3-19 years. The children with additional needs who attend the sessions would likely not be able to access mainstream activities. CHIPS sessions provide the opportunity for them to try new activities safely and receive the personal/medical care they require.

Over the last 30 years, CHIPS has supported hundreds of children and that number continues to grow every day.

CHIPS will use the grant to fund additional hours of staffing, which will provide the 1 to 1 support that the majority of the children with additional needs require. The children will be able to attend the playscheme more regularly on Saturday mornings and during the school holidays, to meet up with their friends and enjoy fun and new activities.

The Playscheme is now based at Avanti School, in Bishop’s Stortford. CHIPS is looking for new staff and volunteers to help at sessions.

Sally Powell Co-Chair of the Tees Better Future Fund commented:

“The vision of CHIPS for their play schemes and the valuable support they provide to families with children with additional needs has deeply inspired us. Recognising that access to activities is crucial for every child’s development, we aim to assist those who may face difficulties during this period, boosting their confidence, nurturing their skills, and empowering them to thrive in the face of challenges. Additionally, this project aims to enhance support for families with children with additional needs, promoting both their physical and mental well-being.”

CHIPS Chairman Graham Nickson commented:

“CHIPS is very grateful to the Tees Better Future Fund for its generous donation which will enable us to run extra playscheme sessions for our children. Without the playschemes, too many children coming to CHIPS would miss out on the simple joy of playing with other children.”

Tees Better Future Fund awards grant to Cambridge charity, The Expert On Myself

Posted on 6 June 202329 March 2025 by Sarah O'Sullivan

We have completed the second funding round and are thrilled to announce that one of the three community projects to receive a Tees Better Future Fund grant is The Expert On Myself (TEOM) based in Cambridgeshire.

The Expert On Myself is a community interest company in Cambridgeshire that helps people speak and organishttps://www.teeslaw.com/our-community/ations listen. They create valuable opportunities for people to educate professionals about the issues that affect them. Their expertise is from personal experience and from many years of working with people.

Founded in 2021, The Expert on Myself helps organisations be more inclusive and socially aware, by listening to people about the issues that affect them.

The Tees Better Future Fund grant will help TEOM to plan and create a training programme for organisations wishing to improve their services for people with autism.

Lisette from TEOM commented:

“We are delighted to be able to use this funding from Tees Better Future Fund to help organisations better meet the needs of local autistic people. We have already had enquiries from autistic people wanting to get involved in the project, and from organisations who are keen to have training from autism experts.

The TEOM team are excited to be working on this project and looking forward to meeting lots of new people.”

Janine Collier, Co-Chair of Tees Better Future Fund said:

“The inspiring vision of The Expert On Myself for the ‘Experts on our Autism’ project has resonated with us. This initiative aims to foster social awareness and inclusivity, addressing a crucial topic in today’s society. Bringing those with lived experience together to inform a comprehensive training programme for local organisations to improve their services, communications and work environments, allows reaching far beyond the direct beneficiaries of the project.

By offering support to individuals who may face challenges in this area, we aspire to boost their confidence, develop their skills, and empower both them and their organisations to flourish. Through the comprehensive training programme, this project will contribute to promoting a better understanding within organizations, enhancing mental health and increasing accessibility and opportunities for the autistic and allistic.”

In phase one of their ‘Experts on our Autism’ project, TEOM will recruit five autistic individuals in Cambridgeshire. The TEOM team will hold three separate sessions with the individuals to gather information, coalesce the information into a plan, and create the training programmes to be delivered.

Phase two of the ‘Experts on our Autism’ project will focus on engaging three local organisations that want to improve the way that they offer services to autistic people. TEOM will support the five experts to deliver the training that they have created to each organisation.

The support from the Tees Better Future Fund will in turn benefit the five experts by building their confidence and skill set, allowing them to add valuable experiences to their CVs. The project will also benefit the wider society as the organisations will be more inclusive and socially aware.

If you are autistic or an organisation looking to expand your knowledge on autism, please contact TEOM through their website form or via their social media.

The Tees Better Fund was set up in May 2022 to offer grants of up to £5,000 for projects that support learning and education and/or promote good health and well-being in Cambridgeshire, Essex, and Hertfordshire.

Tees becomes Official Legal Partner of Essex Cricket Club

Posted on 24 April 202329 March 2025 by Sarah O'Sullivan

We are pleased to announce that Tees will now become the Official Legal Partner of Essex Cricket Club, having been affiliated with the Club since 2016.

Tees provides expert legal services and independent financial advice across its six offices in the East of England, including from our Chelmsford office situated very close to The Cloud County Ground. We advise businesses and individuals across a range of practice areas, with five of our departments ranked in the top tier of Legal 500.

Speaking about the partnership, Tees Group Managing Director, Ashton Hunt, said:

“We are delighted that Tees has become the Official Legal Partner of Essex Cricket Club. Building on the success of the Tees River Gate entrance launch in 2021, we are delighted to further our partnership.

We are extremely excited to be working alongside Essex Cricket once again and wish them the best of luck going into the 2023 season.”

Chief Executive Officer of Essex Cricket, John Stephenson added:

“We are delighted to continue our thriving partnership with Tees as our Official Legal Partner. Creating rewarding partnerships with companies in the Essex region is important to us and we look forward to growing our relationship with Ashton and the team over the coming years.”

Tees continues to grow and thrive in the Essex business community with the promotion of two new Partners

Posted on 3 April 202329 March 2025 by Sarah O'Sullivan

Tees continues to grow and thrive in the Essex business community with the promotion of two new Partners.

Tees’ growth and expertise in the Essex business community have been further solidified by Baljeet Kaur and Daniel Fairs joining the Partnership. With these appointments, Tees continues to strengthen its position as a leading law firm in the region.

Tees is well-positioned to provide even greater value to its clients with the addition of Daniel and Baljeet. Both individuals are highly regarded within the Essex business community, and their expertise and experience will undoubtedly enhance the firm’s capabilities.

Baljeet Kaur who qualified as a Solicitor in March 2013 and joined Tees in 2016, works in the Corporate and Commercial team at the Brentwood office. She advises a broad range of clients, including high net worth individuals, entrepreneurs, start-ups, owner managed businesses and SMEs across various industries such as manufacturing, transport and logistics, technology insurance, and leisure, on a wide range of transactions including mergers and acquisitions, disposals, joint ventures, family investment companies, reorganisations, general company law issues and commercial contracts.

Baljeet commented, ‘I am honoured to be made a Partner at Tees and excited to have the opportunity to shape the future of the firm. I am grateful for the trust and support of the firm, and I look forward to continuing to serve our clients with dedication and excellence.’

Daniel Fairs is part of the Commercial Property team and has been with the Chelmsford office since 2017. Daniel has extensive experience in overseeing the buying and selling of commercial and rural properties in England and Wales. He is proficient in advising landowners, developers, promoters, and funders with strategic land projects and financing arrangements. Additionally, he acts for both landlords and tenants with leases, and also collaborates with the Corporate and Commercial team to handle property matters for business sales, acquisitions and re-structuring arrangements.

Daniel said, ‘I am humbled and grateful for the opportunity to become a Partner at Tees. The firm’s focus on promoting from within and providing a supportive work environment has been instrumental in my career development, and I am excited to contribute to its future success.’

Senior Partner, Catherine Mowat comments, ‘I am delighted to announce the promotions of Daniel and Baljeet to Partner. We are proud to have such talented and dedicated professionals in our team, and we look forward to seeing their continued growth and success in their new roles.’

Tees has also promoted seven new Senior Associates, seven Associates and a new Senior Wealth Planner.

Catherine adds, ‘All of this year’s promotions are a perfect example of our dedication to creating a positive and supportive work environment that rewards hard work and talent. They have all demonstrated exceptional commitment to their clients, and we are proud to have them as part of our growing team.’

2023 Promotions:

Partner

Baljeet Kaur – Company and commercial
Daniel Fairs – Commercial property

Senior Associate

Lucy Beck – Commercial property
Samantha Worth – Commercial property
Alex Waples – Commercial property
Tom Moulsdale – Commercial property
Victoria Sweeting – Wills, trusts, tax & probate
Chris Claxton-Shirley – Wills, trusts, tax & probate

Head of Trust and Tax

Carl Frost – Wills, trusts, tax & probate

Senior Wealth Planner

Cara Lambert – Wealth management

Associate

Emily Jones – Dispute resolution and litigation
Jason Torrance – Dispute resolution and litigation
Ana James-Pittau – Dispute resolution and litigation
Lara Bartlett – Residential
Rachel Benton – Clinical negligence
Anna Jones – Family
Gemma Ball – Commercial property

Spring Budget 2023

Posted on 16 March 202329 March 2025 by Sarah O'Sullivan

Chancellor of the Exchequer, Jeremy Hunt, delivered his first spring budget on the 15th of March declaring it was “A budget for growth.” The fiscal update included a range of new measures, some of which had been widely trailed prior to budget day, in order to achieve growth “by removing obstacles that stop businesses investing; by tackling labour shortages that stop them recruiting; by breaking down barriers that stop people working; and by harnessing British ingenuity to make us a science and technology superpower.”

OBR forecasts

The Chancellor began his statement by unveiling the latest economic projections produced by the office for budget responsibility (OBR) which he said showed the UK would meet the Prime Minister’s priorities to “halve inflation, reduce debt and get the economy growing.” In relation to the first priority, Mr Hunt said the latest OBR figures suggest inflation will fall from an average rate of 10.7% in the final quarter of last year to 2.9% by the end of 2023. This sharp decline is partly due to some of the chancellor’s budget measures, including the three-month extension to the household energy price guarantee (EPG), which the government had confirmed earlier in the day.

Mr Hunt also said the OBR forecast suggests the UK economy will now avoid a technical recession this year (defined as two consecutive quarters of economic decline) and then expand in each of the remaining years of the five-year forecast period. According to the updated figures, the economy is expected to shrink by 0.2% this year, a significant upgrade from last autumn’s forecast of a 1.4% contraction, with growth then predicted to hit 1.8% in 2024 and 2.5% in 2025, before easing back towards its medium-term potential growth rate of 1.75% by 2028.

The Chancellor’s growth strategy focuses on the four pillars ‘everywhere, enterprise, employment and education,’ as previously outlined in his Bloomberg speech in January.

Everywhere

Mr Hunt spoke about the government’s plans for ‘levelling up,’ including the launch of 12 new investment zones. Across these “12 potential Canary Wharfs,” £80m of support per zone will be available for skills, infrastructure and tax reliefs. Mr Hunt also mentioned specific projects selected for local investment, including:

£200m for local regeneration projects and £400m for new levelling up partnerships across England
£8.8bn over the next five-year funding period for the city region sustainable transport settlements
Up to £8.6m for the Edinburgh festivals, as well as £1.5m for the repair of Cloddach bridge, near Elgin, and £20m for the restoration of the Holyhead breakwater in Anglesey
Up to £3m to extend the tackling paramilitarism programme in Northern Ireland.

Enterprise

To provide the right conditions for businesses to succeed: A ‘full expensing’ policy will apply from the 1st of April 2023 until the 31st of March 2026 to allow investment in IT, plant or machinery to be deducted in full and immediately from taxable profits
an increased rate of relief for loss-making research and development (R&D)-intensive small and medium size enterprises (SMEs) – eligible companies will receive a £27 credit from HMRC for every £100 of R&D investment
an extension of higher reliefs for theatres, orchestras, museums and galleries for two further years
the medicines and healthcare products regulatory agency (MHRA) will receive £10m extra funding over two years
all of the recommendations from Sir Patrick Vallance’s review of pro-innovation regulation of digital technologies are accepted
£900m of funding for AI research resources and an exascale computer as well as a commitment to £2.5bn ten-year quantum research and innovation programme through the government’s new quantum strategy
innovation accelerators programme – £100m funding for 26 transformative R&D projects
AI challenge prize – £1 million prize every year for the next ten years to researchers that drive progress in critical areas of AI.

Employment

The Chancellor turned next to employment, with a suite of new measures to “remove the barriers that stop people who want to from working.” To achieve this, he announced:

Mature workers

The expansion of the DWP’s ‘midlife’ MOT scheme, aiming to reach up to 40,000 individuals per year (up from the current 8,000)
new ‘returnerships’ scheme to make existing skills programmes more accessible to older workers and help them upskill and retrain
a pension tax relief overhaul; see details in the personal taxation and pensions section.
people with long-term illnesses and disabilities
a white paper on disability benefits reform
the abolition of the work capability assessment for disability benefits claimants
a new voluntary employment scheme for people with disabilities
£406m to increase support for working adults with mental health, musculoskeletal and cardiovascular problems.

Welfare recipients

An increase to the Administrative Earnings Threshold
a stronger sanctions regime for universal credit claimants.

Care leavers

A 50% increase in funding for the staying close programme
an increase in the qualifying care relief threshold to £18,140 per year plus £375 to £450 per person cared for per week for 2023/24 and these thresholds will then be index-linked, representing a tax cut worth approximately £450 per year on average.

Education

Mr Hunt then turned to Education, stating that he wants to reform the childcare system, currently “one of the most expensive systems in the world.”

His new proposal will offer 30 free hours of childcare each week to pre-school-age children aged nine months or above in English households where both parents work. It will be phased in on the following timeline:

April 2024 – eligible two-year-olds will receive 15 hours of free childcare per week
September 2024 – qualifying children aged nine months to two years will receive 15 hours
September 2025 – eligible children aged nine months to three years will receive 30 hours.

Also, schools and local authorities will be funded to increase the availability of wraparound care, to enable parents of school-age children to drop them off between 8 am and 6 pm.

To tackle the problem of unaffordable upfront costs, Mr Hunt also announced support for the 700,000 families on universal credit. Another major change involves each staff member in England being able to look after five two-year-olds instead of four, as is already the case in Scotland.

Personal Taxation and Pensions

To encourage over-50s to extend their working lives, the government is increasing tax relief limits on pension contributions and pots – the annual allowance will be raised from £40,000 to £60,000 from April 2023; the lifetime allowance (LTA) charge will be removed from April 2023, and the LTA will be abolished from April 2024. The maximum amount that can be accessed tax free (pension commencement lump sum) will be frozen at its current level of £268,275 (25% of current LTA). From April, the minimum tapered annual allowance (TAA) and the money purchase annual allowance (MPAA) will increase from £4,000 to £10,000 and the adjusted income threshold for the TAA will also rise, from £240,000 to £260,000.

As a reminder, the following changes were previously announced in the Autumn statement 2022:

The income tax additional rate threshold (ART) at which 45p becomes payable is lowered from £150,000 to £125,140 from April 2023. The ART for non-savings and non-dividend income will apply to taxpayers in England, Wales and Northern Ireland
the dividend allowance reduces from £2,000 to £1,000 from April 2023 and to £500 from April 2024
the annual capital gains tax exemption reduces from £12,300 to £6,000 from April 2023 and to £3,000 from April 2024
The stamp duty land tax nil-rate threshold for England and Northern Ireland is £250,000 for all purchasers and £425,000 for first-time buyers, remaining in place until 31 March 2025.

In addition:

The income tax personal allowance and higher rate threshold remain at £12,570 and £50,270 respectively until April 2028 (rates and thresholds may differ for taxpayers in parts of the UK where income tax is devolved)
the basic state pension will increase in April 2023 from £141.85 per week to £156.20 per week, while the full new state pension will rise from £185.15 to £203.85 per week. The standard minimum income guarantee in pension credit will also increase in line with inflation from April 2023 (rather than in line with average earnings growth)
inheritance tax (IHT) nil-rate bands remain at £325,000 nil-rate band, £175,000 residence nil-rate band, with taper starting at £2m – fixed at these levels until April 2028
national insurance contributions (NICs) upper earnings limit (UEL) and upper profits limit (UPL) are frozen until April 2028
The ISA (individual savings account) allowance remains at £20,000 and the JISA (junior individual savings account) allowance and child trust fund annual subscription limits remain at £9,000.

Other key points

Potholes fund – an extra £200m for local road maintenance in England in 2023/24
alcohol duty – rates frozen until August 2023 then uprated by RPI, draught relief increased to 9.2% for beer and cider and 23% for wine from 1 August 2023
fuel duty rates – maintaining the rates of fuel duty at the current levels for an additional 12 months
defence spending – an extra £4.95bn for defence over 2023/24 and 2024/25
support for veterans – an additional £33m over the next three years
swimming pool support fund – over £60m for public swimming pools across England
support for charities and community organisations – £100m (England)
plastic packaging tax rate – uprated in line with CPI from 1 April 2023
launching ‘great British nuclear’ – supporting new nuclear builds, £20bn available for carbon capture, utilisation and storage (CCUS), and extending the climate change agreement scheme for a further two years
devolved administrations – receiving an additional £630m through the Barnett formula over 2023/24 and 2024/25 (Scottish government £320m, Welsh government £180m and Northern Ireland executive £130m).

Closing comments

Jeremy Hunt signed off his announcement saying, “today we build for the future with inflation down, debt falling and growth up. The declinists are wrong and the optimists are right. We stick to the plan because the plan is working.”

If you have any queries or need more information on any of the areas covered, or any other financial matter, please do not hesitate to contact us.

Information within this document is based on our current understanding of taxation and can be subject to change in future. It does not provide individual tailored investment advice and is for guidance only. Some rules may vary in different parts of the UK; please ask for details. We cannot assume legal liability for any errors or omissions it might contain. Levels and bases of, and reliefs from, taxation are those currently applying or proposed and are subject to change; their value depends on individual circumstances.

All details are believed to be correct at the time of writing (15 March 2023)

Polly Kerr talks to ITV Anglia News

Posted on 2 March 202330 March 2025 by Sarah O'Sullivan

ITV News has released a report on the provision of Special Educational Needs and Disabilities (SEND) in East Anglia.

The survey of 500 parents of children with special educational needs (SEN) and disabilities showed there is a significant level of dissatisfaction among families. It also highlighted that there were many service and provision shortcomings. Additionally, the findings reveal a system that puts hundreds of individuals in debt.
The survey revealed that 32% of parents claimed their child was not receiving the support they were entitled to, as per their Education, Health and Care Plan (EHCP).

Polly Kerr spoke to ITV Anglia News, sharing her thoughts on the current state of SEND provision:

“I don’t think it would [change much] because I don’t think there are the school places available or the resources available to be able to affect change now.”
“It’s going to be like moving the Titanic.”

She said thousands of children were being failed.

You can read the full report here:
Thousands of parents and children being failed by special educational needs system, research shows | ITV News Anglia

Tees Wealth Management listed in Citywire New Model Adviser Top 100

Posted on 9 January 202330 March 2025 by Sarah O'Sullivan

We are proud to announce that our wealth team at Tees has been recognised by Citywire’s New Model Adviser as a Top 100 financial planning firm in 2022.

New Model Adviser is a prominent industry publication and its Top 100 honours the best of the financial planning community, recognising advice firms across the UK who are leading the way in the industry and providing exceptional Client service. As one of the top 100 financial planning firms in the UK, we have been widely praised by our clients, and through our team of experienced professional advisers, we help our clients to realise their financial goals, objectives and dreams, through our bespoke financial planning service.

James Appleby, commented “We are delighted to be named in the New Model Adviser Top 100. This acknowledgment recognises Tees’ commitment to our clients and the communities in which we operate, as well as the high level of professionalism, dedication and client focus demonstrated by the advice team.“

Sports Connection Foundation receives Tees Better Future Fund grant

Posted on 2 December 202230 March 2025 by Sarah O'Sullivan

Tees Better Future Fund is very pleased to announce that the Sports Connection Foundation in Essex is the second community project to receive a Tees Better Future Fund Grant.

Sports Connections Foundation uses the power of sport to inspire, empower, educate and transform the lives of children and young people.

Founded 12 years ago by ex-professional footballer Junior McDougald, Sports Connections Foundation now uses 4 different distinct programmes to transform the lives of disadvantaged children:

Sporting Wishes – special sporting memories for children with life-limiting conditions.
ProKick Schools Challenge – providing Primary Schools with a football-related, sponsored activity which raises awareness of less fortunate children in the world and promotes physical activity.
Inspire Through Sport International – provides funding and vital educational resources to an impoverished orphanage and a nursery in Burkina Faso, Africa.
Inspire Through Sport – provides sport inspired youth work and sports camps with additional enrichment activities and coaching and mentoring for children and young people referred to SCF as being disadvantaged in some way.

These programmes have helped over 550,000 children so far and the number continues to grow every day.

Through their connections and partnerships, SCF gives young people, from a range of different backgrounds, access to Industry Professionals, Mentors & SCF Ambassadors who will help to develop skills, build self-esteem and confidence, and raise aspirations and help to create role models for the next generation.

The £5000 grant from Tees will help fund a new ‘Inspire Through Sport’ project to provide mentoring sessions, positive play and therapeutic intervention, Theme Positive Activity and a school holiday programme to 30 children who are facing the challenge of poor mental health, social isolation and economic deprivation. These children, it is feared, may struggle in the transition from primary school to secondary school.

Thirty children will be picked from across three different schools in the Primary Schools of the Cresco Multi-Academy Trust – Great Berry, Janet Duke and Noak Bridge Primary Schools in Basildon in Essex.

SCF Youth Workers will lead 1-1 sessions and small group sessions with youth workers in early 2023. From these sessions, SCF Youth Workers will be able to identify personal growth goals for each child and over the sessions will work with the child to communicate and express their emotions healthily and build resilience and self-confidence, assisting their mental health and contributing positively to improving their quality of life.

All 30 children will be offered an enrichment activity – a trip to an event or venue which they have helped to choose. This will provide them with the opportunity to mix with others that they would otherwise not have met and an experience that they otherwise would not have been able to access.

The conclusion of the project will be a combined summer camp at the secondary school that the children will most likely progress to. They will be able to focus on group sports, team building and personal development. They will be provided with food and drinks to help alleviate pressure on the families during the camps.

Executive Partner and Co-chair of the Tees Better Future Fund, Janine Collier commented “We were inspired by the vision that Sports Connection Foundation had for the Inspire Through Sport Project- the vision to use sport to engage and inspire disadvantaged children to help them make that transition from primary school to secondary school. This is such a key time in any child’s development, we hope that supporting those who may otherwise struggle through this time will raise confidence, build skills and enable them to thrive, not just survive in the transition. The project also increases access to sports and exercise for children and will help improve physical and mental health through activity.

We are looking forward to getting to know the children involved in the programme and to hearing how this project has helped shape the way they approach the challenges that they face, their progress at school and, their mental and physical wellbeing.

New academy at Tees Financial launches with first two participants

Posted on 6 November 202230 March 2025 by Sarah O'Sullivan

Tees Financial has launched a new adviser academy, to train aspiring Financial Advisers. ‘The Academy at Tees Financial Limited’ has enrolled its first two participants, who will follow a structured two-year apprenticeship programme that combines studying for the CII’s Diploma in Financial Advice, with hands on experience of the day-to-day role of a financial adviser.

As well as studying for their Level 4 Financial Adviser exams, the Academy participants will learn on the job, shadowing experienced Tees financial advisers. The programme will provide participants with key objectives to take away from every stage and gives a broad experience of the different roles across the whole of the Firm.

James Appleby, Managing Director of Tees Financial Ltd, commented “The Academy at Tees Financial Ltd is a key part of our long term growth strategy, and we’re proud to be investing in young talented individuals who represent the future of financial advice.”

People person

Percy Sam is one of the Academy’s new recruits. He studied Industrial Design at Bournemouth University, graduating with a master’s degree in 2020. Soon after, he started a full-time office role with Tees Financial Ltd in the Bishop’s Stortford office.

A self-proclaimed “people person”, it didn’t take him long to get to know everyone by name. In November 2021, he saw an advert for the Academy and, encouraged by his colleagues, applied.

Before his interview, he talked to as many Financial Advisers as possible in order to understand the role and whether he really wanted to do it. “I want to help people” Percy says. “Managing your finances isn’t something they teach very well at school”.

Supportive environment

Having successfully passed the application process, Percy started his two-year journey in September 2022. The first month has been “exciting”, he says. “There’s not enough hours in the day!”

As well as getting used to the course structure and “financial services jargon”, he has started studying through the online learning course. He’s particularly excited to start shadowing advisers: “You get to learn whilst on the job and you get to see how it all works in practice as well as theory”.

“Tees is such an amazing place to work” he adds. Experienced advisers are “open and interested to talk about what they do”, which creates a “very supportive” learning environment.

Fitness to finance

Guy Pearson, who studied Exercise, Nutrition and Health at Nottingham Trent University, is also the Academy’s new recruit.

After graduating in 2018, he set up as a Personal Trainer, before the pandemic disrupted his business and prompted him to change career paths. “There are actually a lot of similarities between personal training and Financial Advice” Guy notes. “Both are, fundamentally, about assessing someone’s current situation, finding out where they want to be and planning how they’re going to get there.”

In 2021, Guy joined a large advisory firm but felt that the programme lacked the support and resources needed to study for the Financial Adviser exams. That was when he decided to apply to the Academy at Tees Financial Ltd.

Structure and support

Guy was drawn to the structured approach of the Academy, which allows him to combine a carefully planned study schedule with on-the-job work experience. Tees provides all the support and resources needed for them to excel in the Financial Adviser exams, as well as abundant opportunities to learn from experienced advisers.

Having started in August 2022, he has already begun shadowing advisers. “It’s a great way to gain first-hand experience of the work” he says. “For four days a week, I get to shadow financial advisers, then one day a week I’m following the structured online learning.”

He appreciates the certainty of having the whole pathway mapped out in front of him, as well as knowing that, after two years, he will be a fully qualified Financial Adviser, with abundant work experience to boot.

Role models

The common factor between Percy and Guy is that neither of them expected to end up where they are now.

“The Academy at Tees Financial Ltd offers an opportunity to become a qualified Financial Adviser in two years” says James Appleby. “We’re looking for candidates with the right attitude and aptitude, regardless of past experience.”

“It wasn’t even on my radar” Percy admits. “I knew nothing about financial advising before joining Tees!” Having found his calling now, Percy is ambitious: he wants to become a Level 7 Financial Adviser. “I’ve always wanted to keep progressing” he says. “My goal is one day to match the experience and knowledge of the Tees Financial Advisers.”

Community impact

The Academy at Tees Financial Ltd is a rolling programme, which will welcome one or two new recruits each year. Part of Tees Financial Ltd’s longer-term growth strategy.

“We have a highly professional and experienced team of financial advisers at Tees and The Academy is a chance for them to share their wealth of knowledge with people at the start of their careers” says James Appleby.