International advice has a standards problem. TEAM plc is closing it.

Every NEBA Private Clients adviser will be required and supported to achieve CISI Level 4 by the end of 2026 – “good advisers should not have to develop alone.”

TEAM plc is setting a clear benchmark for international financial advice: every adviser within NEBA Private Clients will be required to hold a relevant CISI Level 4 qualification by 31 December 2026.

The AIM-listed financial services group will also support advisers working towards the standard, including new recruits and those who have joined through acquisition.

The move addresses a longstanding weakness in international advice, where qualification requirements can vary sharply between jurisdictions. With around 300 million people now living outside their country of birth, a record, more clients than ever rely on advice that has to work across several countries at once.

TEAM plc’s position is simple: professional standards should not depend on where an adviser happens to operate.

John Beverley, Head of International at TEAM plc, said:

“A client’s financial life does not sit neatly inside one jurisdiction. People earn in one country, hold pensions in another, invest through international platforms and plan succession across borders. When the advice behind that does not keep pace, clients are exposed, and too often they only discover it years later.”

“As an AIM-listed group, TEAM plc has chosen to lead on this. We are setting a measurable minimum, CISI Level 4, for every adviser. Where someone needs support to get there, including advisers who have joined us through acquisition, we will help them develop rather than show them the door. That is good governance, and it is the right thing to do for our clients and for our people.”

For advisers, the commitment is designed to make NEBA Private Clients a stronger professional home, one that invests in qualifications, career development and the infrastructure needed to deliver better advice.
For clients, it provides a clear and measurable assurance that every NEBA adviser is working to the same recognised minimum standard, regardless of market.

“Good advisers should not have to develop alone,” John Beverley added. “They should be supported by a business that takes their career as seriously as it takes client outcomes.”

“Clients, in turn, should be able to see that the firm behind their adviser is serious about competence, governance and professional development.”

The qualification requirement will sit alongside NEBA’s wider framework for supervision, continuing professional development, compliance and adviser support.

NEBA Private Clients will report progress annually to TEAM plc, beginning on 31 December 2026.
The initiative will headline TEAM plc’s Q3 2026 campaign, The Future of International Advice, a forward-looking programme designed to shape the next generation of cross-border advice through higher professional standards, smarter technology and stronger infrastructure for globally mobile clients.

The campaign will launch with practical tools and industry conversations: a cross-border planning guide for globally mobile families, a sharper adviser-selection checklist, clear guidance on the limits of generic AI-generated financial information, and a NEBA leadership roundtable on what international advice must become next.

About TEAM plc
TEAM plc is an AIM-listed financial services group (AIM: TEAM). Its international division operates as NEBA, delivering wealth management and financial planning to expatriate and globally mobile clients, with NEBA Private Clients as its private client business.
www.teamplc.co.uk

About NEBA Private Clients
NEBA Private Clients is the international advice business of TEAM plc, providing wealth management and financial planning services for expatriate and globally mobile clients. NEBA works across key international markets, including the UAE, Singapore, Malaysia, South Africa and the UK.
https://nebaprivateclients.com/