Steven Rees Wealth Management Ltd - Carmarthen

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Steven Rees Wealth Management Ltd: A Comprehensive Overview

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For individuals and families seeking expert financial planning guidance, Steven Rees Wealth Management Ltd presents a compelling option. Located in Carmarthen, United Kingdom, the company offers a personalized and proactive approach to managing assets and achieving long-term financial goals. This document provides a detailed analysis of Steven Rees Wealth Management Ltd, outlining its services, location, contact information, and client feedback, aiming to equip prospective clients with the necessary knowledge for informed decision-making.

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Company Details and Specialties

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Steven Rees Wealth Management Ltd operates from its offices at 1 Corracle Offices, St Catherine St, Carmarthen SA31 1RD, United Kingdom. The company specializes in delivering tailored financial planning solutions, catering to a diverse range of client needs – from retirement planning and investment management to inheritance tax planning and estate administration. Mr. Steven Rees, the founder and lead advisor, possesses extensive experience and a commitment to building strong, trust-based relationships with his clients. They pride themselves on a client-centric philosophy, prioritizing understanding each individual’s unique circumstances, aspirations, and risk tolerance.

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Contact Information

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Clients can easily connect with Steven Rees Wealth Management Ltd through the following channels:

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• Phone: 1267235565

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• Website: stevereeswealthmanagement.co.uk

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• Address: 1 Corracle Offices, St Catherine St, Carmarthen SA31 1RD, United Kingdom

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Client Reviews and Reputation

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Steven Rees Wealth Management Ltd currently boasts 2 reviews on Google My Business, all of which carry a remarkable average rating of 5/5. This exceptionally high rating underscores the positive experiences shared by existing clients. These reviews consistently highlight the company's professionalism, expertise, and dedication to client success. Specifically, clients appreciate the clear and concise explanations of complex financial concepts, the proactive approach to identifying opportunities, and the consistent availability of Mr. Rees to address their concerns. The overwhelmingly positive feedback suggests a strong foundation of client satisfaction and a commitment to delivering exceptional service. A deeper dive into the Google My Business reviews reveals recurring themes of trust, transparency, and a genuine desire to help clients achieve their financial objectives. It’s worth noting that while the sample size is small, the consistent nature of the positive feedback provides considerable confidence in the company’s reputation.

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Points of Interest and Operational Details

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For the convenience of clients, Steven Rees Wealth Management Ltd provides a comfortable and welcoming environment. The office is equipped with a toilet, ensuring a pleasant experience for visitors. The company strongly recommends appointments to facilitate in-depth discussions and a thorough assessment of individual financial needs. This proactive approach allows Mr. Rees to develop customized strategies that align perfectly with each client’s specific goals and circumstances. Appointments are typically scheduled to allow ample time for detailed analysis and planning. Furthermore, the company maintains strict adherence to regulatory standards and operates in accordance with the principles of ethical financial conduct. They are committed to ongoing professional development, ensuring their advisors remain at the forefront of industry best practices.

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Services Offered – A Detailed Breakdown

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• Retirement Planning: Strategic advice on maximizing retirement savings, optimizing investment portfolios, and ensuring a comfortable retirement income.

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• Investment Management: Personalized investment strategies tailored to individual risk profiles and financial goals, encompassing a wide range of asset classes.

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• Financial Planning: Comprehensive financial plans encompassing budgeting, debt management, insurance needs analysis, and estate planning.

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• Inheritance Tax Planning: Strategies to minimize inheritance tax liabilities and ensure the efficient transfer of assets to future generations.

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• Estate Administration: Guidance and support during the process of administering an estate, including probate and asset distribution.

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Why Choose Steven Rees Wealth Management Ltd

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Several key factors contribute to the appeal of Steven Rees Wealth Management Ltd. The company’s commitment to personalized service, combined with the expertise of its lead advisor, sets it apart. Mr. Rees’s experience and dedication are evident in the consistently positive feedback received from clients. The company’s focus on building long-term relationships, rather than simply executing transactions, fosters a sense of trust and collaboration. Furthermore, the office location in Carmarthen provides convenient access for clients in the region. Finally, the 5/5 star average rating on Google My Business speaks volumes about the quality of service provided. Considering these elements, Steven Rees Wealth Management Ltd appears to be a reliable and trustworthy partner for individuals seeking to achieve their financial goals.

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