About us

Planning for a secure future, be it for yourself, your family or your business is one of the most important steps you will take. Changes in your personal circumstances or those of your business coupled with the effects of inflation and the world’s economy will require you to regularly review and act upon your financial situation.

As a Senior Partner Practice of St. James's Place Wealth Management, we have the expertise and ability to offer you an enhanced level of advice alongside some of the best fund managers in the world. Specialising in offering expert advice in a wide range of areas including:

  • Investment planning
  • Inheritance tax planning
  • Pension planning and protection
  • Specialist Mortgage advice
  • We can help you realise your financial goals with tailored personal planning

Our approach focuses upon maintaining a long-term and trusted relationship with our clients showing distinct quality, integrity and excellence which in turn give both private and business clients financial peace of mind. The all-encompassing range of services coupled with a large support network, allows all of our attention to be focused on providing you with the best possible advice and service. The level of satisfaction may be judged by the fact that most new clients come to see me as a result of personal recommendations from existing clients.

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.

Steven Rees Wealth Management Ltd is registered in England and Wales, Number 8065706. Registered Office: 1 Coracle Offices, St Catherine Street, Carmarthen, Carmarthenshire, SA31 1RD.