Director
Ted Rees Financial Services Ltd, Associate Partner Practice Of St. James'S Place
AeroLeads people directory · profile
Ted Rees Email & Phone Number
Director
at
Ted Rees Financial Services Ltd, Associate Partner Practice of St. James's Place
1 phone found
area 758
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Ted Rees Financial Services Ltd, Associate Partner Practice of St. James's Place
Role
Director
Location
Greater Swansea Area, United Kingdom
Who is Ted Rees? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ted Rees is listed as Director at Ted Rees Financial Services Ltd, Associate Partner Practice of St. James's Place, based in Greater Swansea Area, United Kingdom. AeroLeads shows phone signal with area code 758 and a matched LinkedIn profile for Ted Rees.
Ted Rees previously worked as Director at Ted Rees Financial Services Ltd, Associate Partner Practice Of St. James'S Place Wealth Management and Banc Assurance Manager at Halifax. Ted Rees holds Bachelor Of Arts (B.A.), Business Studies, 2.1 from University Of Wales, Cardiff.
Profile bio
About Ted Rees
I have been involved in Financial Services for over 20 years, most of this time being spent dealing with clients face to face. I deal with most aspects of Financial planning and Wealth Management including Mortgages, Life Cover, Critical Illness Cover, Income Protection, Retirement Planning and Investment Planning.Your home may be repossessed if you do not keep up payments on your Mortgage.Ted Rees Financial Services Ltd is an Appointed Representative of and represents only St. James’s Place wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles ‘Partner’ and ‘Partner Practice’ are marketing terms to describe St. James’s Place representatives.SJP Approved 10/10/2023
Listed skills include Finance, Financial Services, Management, Investments, and 6 others.
Current workplace
Ted Rees's current company
Company context helps verify the profile and gives searchers a useful next step.
Ted Rees Financial Services Ltd, Associate Partner Practice Of St. James'S Place
5 roles
Ted Rees work experience
A career timeline built from the work history available for this profile.
Director
Ted Rees Financial Services Ltd, Associate Partner Practice Of St. James'S Place Wealth Management
St. James’s Place, with whom I’m proud to be a part of, considers wealth management to be “the provision of personal, face-to-face advice, designed to suit our clients’ individual long-term requirements and putting them firmly at the centre of everything we do.”As such, I help my clients to reach their financial goals by offering appropriate advice and access to St. James’s Place’s distinctive approach to investment management, and by making sure that any plans put in place remain… Show more St. James’s Place, with whom I’m proud to be a part of, considers wealth management to be “the provision of personal, face-to-face advice, designed to suit our clients’ individual long-term requirements and putting them firmly at the centre of everything we do.”As such, I help my clients to reach their financial goals by offering appropriate advice and access to St. James’s Place’s distinctive approach to investment management, and by making sure that any plans put in place remain effective in the future, no matter how their circumstances change.I’m currently working with clients in the fields of Mortgages, retirement planning, tax savings, investment planning, family and business protection, and would be delighted to talk with both potential and existing clients about any of your financial goals and requirements.On a personal note, I can honestly say that my move to St. James’s Place has made me truly happy, as it gives me the flexibility and opportunity to focus 100% on each individual client I meet.Your home may be repossessed if you do not keep up payments on your Mortgage. Show less
Banc Assurance Manager
Jul 2004 - Jan 2015
Senior Financial Consultant
Royal Liver Assurance
Sep 1998 - Jul 2004
Financial Advisor
Apr 1997 - Sep 1998
2 education records
Ted Rees education
Bachelor Of Arts (B.A.), Business Studies, 2.1
University Of Wales, Cardiff
Bachelor Of Arts (Ba), Business Studies
FAQ
Frequently asked questions about Ted Rees
Quick answers generated from the profile data available on this page.
What company does Ted Rees work for?
Ted Rees works for Ted Rees Financial Services Ltd, Associate Partner Practice of St. James's Place.
What is Ted Rees's role at Ted Rees Financial Services Ltd, Associate Partner Practice of St. James's Place?
Ted Rees is listed as Director at Ted Rees Financial Services Ltd, Associate Partner Practice of St. James's Place.
What is Ted Rees's phone number?
AeroLeads has found 1 phone signal(s) with area code 758 for Ted Rees at Ted Rees Financial Services Ltd, Associate Partner Practice of St. James's Place.
Where is Ted Rees based?
Ted Rees is based in Greater Swansea Area, United Kingdom while working with Ted Rees Financial Services Ltd, Associate Partner Practice of St. James's Place.
What companies has Ted Rees worked for?
Ted Rees has worked for Ted Rees Financial Services Ltd, Associate Partner Practice Of St. James'S Place, Ted Rees Financial Services Ltd, Associate Partner Practice Of St. James'S Place Wealth Management, Halifax, Royal Liver Assurance, and Reliance Mutual Insurance Society Limited.
How can I contact Ted Rees?
You can use AeroLeads to view verified contact signals for Ted Rees at Ted Rees Financial Services Ltd, Associate Partner Practice of St. James's Place, including work email, phone, and LinkedIn data when available.
What schools did Ted Rees attend?
Ted Rees holds Bachelor Of Arts (B.A.), Business Studies, 2.1 from University Of Wales, Cardiff.
What skills is Ted Rees known for?
Ted Rees is listed with skills including Finance, Financial Services, Management, Investments, Financial Planning, Risk Management, Insurance, and Portfolio Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Ted Rees you were looking for.
View similar profiles
