Brian Rees

Brian Rees Email and Phone Number

Estate Planning Consultant & Property Finance Specialist @ Lighthouse Financial Services Ltd
burry port, carmarthenshire, united kingdom
Brian Rees's Location
Burry Port, Wales, United Kingdom, United Kingdom
Brian Rees's Contact Details

Brian Rees work email

Brian Rees personal email

n/a
About Brian Rees

I started my career in Financial Services in 1978 and have been a Financial Adviser since 1986. I am qualified to Diploma (Level 4) in Mortgage Advice and Practice with the London Institute of Banking and Finance as well as holding a specialist qualification in Equity Release. I also hold a Chartered Insurance Institute qualification in Taxation and Trusts. For over 30 years I have been a Qualified Professional Will Writer providing Estate Planning services and Asset Protection Strategies with the use of appropriate Trusts in order to ensure my clients can protect and preserve their estates for their beneficiaries and future generations of their families.

Brian Rees's Current Company Details
Lighthouse Financial Services Ltd

Lighthouse Financial Services Ltd

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Estate Planning Consultant & Property Finance Specialist
burry port, carmarthenshire, united kingdom
Employees:
1
Brian Rees Work Experience Details
  • Pjh Estate Planning Limited
    Estate Planner
    Pjh Estate Planning Limited Apr 2023 - Present
    Carmarthenshire, Wales, United Kingdom
    Providing advice to clients on Estate Planning and Asset Protection Strategies through Wills and appropriate Trusts.
  • Lighthouse Financial Services Ltd
    Owner
    Lighthouse Financial Services Ltd Dec 2003 - Present
    Carmarthenshire, Wales, United Kingdom
    Property Finance Specialists providing financial solutions for property investors and developers.
  • Equity Release Supermarket
    Independent Equity Release Adviser
    Equity Release Supermarket Feb 2018 - Dec 2022
    United Kingdom
    Providing advice on later life lending options to mature home owners.
  • Uk (Personal Financial Planning) Limited
    Director
    Uk (Personal Financial Planning) Limited Feb 1996 - Jul 2002
    Uk
    Providing Independent Financial Advice to expatriates and returning expatriates from the Middle East. Services included investment, trust and taxation advice.

Frequently Asked Questions about Brian Rees

What company does Brian Rees work for?

Brian Rees works for Lighthouse Financial Services Ltd

What is Brian Rees's role at the current company?

Brian Rees's current role is Estate Planning Consultant & Property Finance Specialist.

What is Brian Rees's email address?

Brian Rees's email address is br****@****ket.com

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