Reviewing your investment portfolio: key steps to protect and grow your wealth
For many of us, the summer months are a natural pause point. A chance to step back from the day-to-day
James Appleby
Managing Director at Tees Wealth
Wealth Planning
- Bishop's Stortford
Biography
I lead the financial advice team at Tees, and have worked in financial services for over 32 years. As well as being a trusted adviser to my clients, the majority of my career has also been spent leading teams specialising in financial advice, wealth management and private banking.
People are at the heart of everything we do – and we are passionate about helping people achieve their goals. Our primary aim is to help our clients to enhance, grow and protect their wealth.
All of our advisers work in partnership with clients for the long-term, and we have advised many of our clients over the course of years. Our expertise and experience means we can look ahead and help our clients achieve the best possible results in their situation.
Delivering what you really need
The key services we provide are:
- Investment advice
- Retirement planning and pensions
- Family and business protection
- Estate planning and wealth preservation
- Long term care and equity release
Expertise
Entrusting the accumulated wealth of a lifetime’s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.
Awards and accreditations
Further information
My qualifications include:
- Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS)
- Chartered Banker and Fellow of the Chartered Banker Institute (FCBI)
- Fellow of the London Institute of Banking & Finance (FLIBF)
- Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI)
- EFPA European Financial Planner (EFP)
Outside of work, I enjoy swimming and taking part in open water swimming events with my sons. I’m also a qualified marine mammal medic, as well as having a passion for rugby and cricket.
Articles from James
Building financial freedom: our 10 tips for effective money management
Making your money work harder: the foundations of effective wealth management As wealth management specialists, we’re often asked a version
A mortgage advisor’s expert opinion on a more positive mortgage landscape
As the year gathers momentum, there is a growing sense at Henry Dannell Private Clients Limited that the mortgage market
Spotlight on EIS and VCT investing
If you want to diversify your investments and improve tax efficiency, you may wish to consider Enterprise Investment Schemes (EIS)
Featured news and insights
3 August 2026
For many of us, the summer months are a natural pause point. A chance to step back from the day-to-day and take stock of...
30 July 2026
Making your money work harder: the foundations of effective wealth management As wealth management specialists, we’re often asked a version of the same question:...
3 July 2026
Sometimes consolidating pensions before retirement can make sense, but it is not automatically the best option. It depends on the type of pensions, charges,...
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As the year gathers momentum, there is a growing sense at Henry Dannell Private Clients Limited that the mortgage market has entered a more...
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Land-owning and farming families often face unique financial and estate planning challenges. Significant wealth may be tied up in land, property and business assets,...
23 January 2026
If you want to diversify your investments and improve tax efficiency, you may wish to consider Enterprise Investment Schemes (EIS) or Venture Capital Trusts...
23 January 2026
With significant changes to inheritance tax on the horizon, anyone with commercial property invested in SSASs (Small Self-Administered Schemes) or SIPPs (Self-Invested Pension Plans)...
9 October 2025
Making smart financial decisions over the long term isn’t just about picking the right investments, it’s about having the right guidance. That’s where an...
9 October 2025
Following the 2024 Budget, we’ve been speaking with many clients who hold commercial property in a Self-Invested Personal Pension (SIPP). The question we’re hearing...
10 September 2025
Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT). At the moment, if...
9 September 2025
Compensation payments for medical negligence claims can often be one of the most significant sums of money that people handle. It isn’t a lottery...
8 September 2025
When you build up a money purchase pension, you’re not just planning for your own retirement, you’re also creating a fund that could help...
