Tees Financial is thrilled to announce the successful graduation of the first cohort of its innovative Wealth Academy.
Guy Pearson and Percy Sam have distinguished themselves as the first graduates of the Tees Wealth Academy. They successfully completed the rigorous two-year programme and earned the title of qualified Wealth Advisers. Their dedication, hard work, and commitment have made them invaluable additions to the Tees Financial team.
Launched in 2022, this initiative aims to develop the next generation of financial advisers. Through training and mentorship, the Academy provides the knowledge, skills, and framework necessary to progress in the financial services industry.
Throughout their time in the Academy, Guy and Percy demonstrated a deep understanding of financial planning principles and a passion for helping clients achieve their financial goals. Their ability to analyse complex financial situations and provide tailored advice has earned them the respect of their peers and clients.
Percy and Guy were drawn to the Academy's structured approach, which offers a clear pathway to becoming a qualified financial adviser. They appreciate the support and resources provided by Tees Financial and the opportunity to learn from experienced professionals.
Meet the Pair
Guy Pearson, a former personal trainer, has a passion for helping others and can see a lot of similarities between fitness and wealth, commenting, “both are about assessing someone’s current situation, finding out where they want to be and planning how they will get there.”
Percy Sam, one of the Academy's inaugural participants, brings a fresh perspective from his background in industrial design. Self-proclaimed “people person” Percy prides himself on his strong interpersonal skills, believing making the effort to get to know your clients is important in securing outcomes.
Tees Financial is proud to have Guy and Percy as part of its team of talented Wealth Advisers. Their expertise and commitment to excellence will undoubtedly contribute to the continued success of the firm.
To learn more about Guy and Percy, please visit their profiles:
James Appleby, Managing Director of Tees Financial, expressed his pride and excitement, stating, "Guy and Percy's dedication and hard work throughout the Academy have been exemplary. The Tees Wealth Academy was established to nurture the next generation of financial advisers, and these graduates perfectly embody the qualities we seek. We are confident in their ability to provide exceptional financial guidance to our clients and look forward to watching their careers flourish."
Additional benefits of joining the Academy include:
- Competitive compensation and benefits
- Opportunities for career advancement within Tees Financial
- A supportive and inclusive work environment
- The chance to make a positive impact on people's lives
If you are passionate about financial planning and interested in a rewarding career, the Academy at Tees Financial Limited offers an exceptional opportunity.
To learn more call us on 0800 013 1165