Estate Planner
CurrentProviding advice to clients on Estate Planning and Asset Protection Strategies through Wills and appropriate Trusts.
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@equityreleasesupermarket.com
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Brian Rees is listed as Estate Planner at Lighthouse Financial Services Ltd, a with 1 employees, based in Burry Port, Wales, United Kingdom. AeroLeads shows a work email signal at equityreleasesupermarket.com and a matched LinkedIn profile for Brian Rees.
Brian Rees previously worked as Estate Planner at Pjh Estate Planning Limited and Owner at Lighthouse Financial Services Ltd.
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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.
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Carmarthenshire, Wales, United Kingdom
Providing advice to clients on Estate Planning and Asset Protection Strategies through Wills and appropriate Trusts.
Carmarthenshire, Wales, United Kingdom
Property Finance Specialists providing financial solutions for property investors and developers.
United Kingdom
Providing advice on later life lending options to mature home owners.
Uk
Providing Independent Financial Advice to expatriates and returning expatriates from the Middle East. Services included investment, trust and taxation advice.
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Brian Rees works for Lighthouse Financial Services Ltd.
Brian Rees is listed as Estate Planner at Lighthouse Financial Services Ltd.
AeroLeads has found 1 work email signal at @equityreleasesupermarket.com for Brian Rees at Lighthouse Financial Services Ltd.
Brian Rees is based in Burry Port, Wales, United Kingdom while working with Lighthouse Financial Services Ltd.
Brian Rees has worked for Pjh Estate Planning Limited, Lighthouse Financial Services Ltd, Equity Release Supermarket, and Uk (Personal Financial Planning) Limited.
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