Steve Rees
DipPFS
Prior to entering the area of financial planning I enjoyed a career as a Professional golf player and the core values remain with me. My enthusiasm, professionalism and determination coupled with the wealth of knowledge and exceptional range of products offered by St. James's Place ensure that I will always strive to give 100% when it comes to client needs.
I live in South West Wales and spend my free time with my family whilst maintaining a love of golf and sports.
About
I have worked in Financial Planning for over 20 years and have specialised in offering expert financial advice in a wide range of important areas including investment planning, inheritance tax planning, pension planning and protection.
In 2011, I recognised that I could provide clients with what I believe to be a better service and the best possible advice by setting up my own business, becoming a Senior Partner Practice of St. James's Place Wealth Management as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
