Financial planning and wealth management for private clients and business owners.

At Rees Wealth Management we provide trusted, face to face financial advice to our clients and their families. We take a truly holistic view; creating effective personalised solutions that truly reflect your needs whilst, most importantly, protecting the financial affairs of you and your family. We believe that ongoing relationships, behavioural coaching and effective investment and tax planning solutions are the pillars to delivering great outcomes and value for our clients.

We establish enduring client relationships focused on long-term financial planning.  We offer continuity and stability in your financial planning, a valuable promise in today’s ever-changing landscape.

We combine more than 30 years of experience and skills to provide you with the financial advice  you need, no matter how unique your situation.  We do this by focusing on forging a long-term partnership with our clients, helping them to achieve their goals by working in collaboration and always in their best interest.

Our Practice is deeply committed to the success of every client we serve.  We focus exclusively on people whose lives we can truly impact and improve.

We proactively plan to safeguard your long-term financial security and independence, guiding your decisions today towards a better future.

We have a wealth of experience working with business owners and successful professionals who are enjoying the financial rewards of their success, and we are committed to developing a financial strategy that secures their assets and legacy.