Tees Financial Ltd

Tees House
95 London Road
Bishop's Stortford
CM23 3GW

Contact Person

James Appleby
Managing Director, Wealth management
01279 713355
DescriptionTees Financial Ltd are independent financial advisers and have been awarded Chartered Financial Planner status by the CII, recognising our professionalism and commitment to our clients. We provide a bespoke financial planning process for ESG investing, to help our clients invest their money more in line with their core values.ApproachTees builds a financial strategy around clients’ core beliefs and values including: any ‘red lines’ they may have, where they may be willing to compromise and what impact they want their investment to have - i.e. to ‘do no harm’, or to ‘do good’. We continually monitor the investment managers that we recommend, to ensure their investment strategies remain in line with our clients’ beliefs and wishes, for which their investments were selected. We also benchmark investment managers’ performances, comparative to their peers, as well as assess performance against mainstream funds. We are proud to offer this service to our clients to help them invest in companies that work hard to manage their legacy and impact on the world.