Owner
CurrentI have helped families and family businesses with their financial and succession planning for over 20 years.
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@carpenter-rees.co.uk
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Steve Rees is listed as Owner at Carpenter Rees Limited. Specialist Financial Planning for Families and Family Businesses at Carpenter Rees Ltd, a with 11 employees, based in Greater Manchester, England, United Kingdom. AeroLeads shows a work email signal at carpenter-rees.co.uk and a matched LinkedIn profile for Steve Rees.
Steve Rees previously worked as Owner at Carpenter Rees Ltd and Director at King Street Financial Services Limited. Steve Rees studied at Rawlins School And Community College.
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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.
Listed skills include Pensions, Strategic Financial Planning, Financial Services, Wealth Management, and 26 others.
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Manchester
I have helped families and family businesses with their financial and succession planning for over 20 years.
Other employees you can reach at carpenter-rees.co.uk. View company contacts for 11 employees →
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Steve Rees works for Carpenter Rees Ltd.
Steve Rees is listed as Owner at Carpenter Rees Limited. Specialist Financial Planning for Families and Family Businesses at Carpenter Rees Ltd.
AeroLeads has found 1 work email signal at @carpenter-rees.co.uk for Steve Rees at Carpenter Rees Ltd.
Steve Rees is based in Greater Manchester, England, United Kingdom while working with Carpenter Rees Ltd.
Steve Rees has worked for Carpenter Rees Ltd, King Street Financial Services Limited, Hornbuckle Mitchell, and Pointon York Sipp Solutions Ltd.
Steve Rees's colleagues at Carpenter Rees Ltd include Nicola Banks, Michael Carpenter, and Alison Fox.
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Steve Rees studied at Rawlins School And Community College.
Steve Rees is listed with skills including Pensions, Strategic Financial Planning, Financial Services, Wealth Management, Financial Planning, Financial Planners, Investments, and Retirement Planning.
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