Steve Rees

Steve Rees Email and Phone Number

Owner at Carpenter Rees Limited. Specialist Financial Planning for Families and Family Businesses @ Carpenter Rees Ltd
manchester, manchester, united kingdom
Steve Rees's Location
Greater Manchester, England, United Kingdom, United Kingdom
Steve Rees's Contact Details

Steve Rees personal email

n/a
About Steve Rees

A knowledgeable business owner with over 30 years’ experience in the financial services sector. I have sound understanding of the best practices involved in financial planning for both individuals and businesses, along with a specialisation in Self-Administered Pensions.Specialities: Self-Administered Pension Schemes, Financial Planning for Individuals and Businesses, Tax Advisory and Financial Analysis.

Steve Rees's Current Company Details
Carpenter Rees Ltd

Carpenter Rees Ltd

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Owner at Carpenter Rees Limited. Specialist Financial Planning for Families and Family Businesses
manchester, manchester, united kingdom
Website:
carpenter-rees.co.uk
Employees:
11
Steve Rees Work Experience Details
  • Carpenter Rees Ltd
    Owner
    Carpenter Rees Ltd Dec 1996 - Present
    Manchester
    I have helped families and family businesses with their financial and succession planning for over 20 years.
    View
  • King Street Financial Services Limited
    Director
    King Street Financial Services Limited Jun 1994 - Nov 1996
  • Hornbuckle Mitchell
    Director
    Hornbuckle Mitchell 1982 - 1994
  • Pointon York Sipp Solutions Ltd
    Administrator
    Pointon York Sipp Solutions Ltd 1979 - 1982
    View

Steve Rees Skills

Pensions Strategic Financial Planning Financial Services Wealth Management Financial Planning Financial Planners Investments Retirement Planning Inheritance Tax Planning Financial Advisory Retirement Wealth Investment Strategies Income Protection Portfolio Management Protection Mutual Funds Investment Advisory Personal Finance High Net Worth Individuals Investment Management Asset Managment Estate Planning Insurance Fixed Annuities Critical Illness Asset Allocation Savings Asset Management Financial Advice

Steve Rees Education Details

  • Rawlins School And Community College
    Rawlins School And Community College

Frequently Asked Questions about Steve Rees

What company does Steve Rees work for?

Steve Rees works for Carpenter Rees Ltd

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

Steve Rees's current role is Owner at Carpenter Rees Limited. Specialist Financial Planning for Families and Family Businesses.

What is Steve Rees's email address?

Steve Rees's email address is st****@****p.co.uk

What schools did Steve Rees attend?

Steve Rees attended Rawlins School And Community College.

What skills is Steve Rees known for?

Steve Rees has skills like Pensions, Strategic Financial Planning, Financial Services, Wealth Management, Financial Planning, Financial Planners, Investments, Retirement Planning, Inheritance Tax Planning, Financial Advisory, Retirement, Wealth.

Who are Steve Rees's colleagues?

Steve Rees's colleagues are Michael Carpenter, Alison Fox, Nicola Banks.

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