Rees Wealth Management LTD

: Devonshire House, 26 Bank Street, Lutterworth, Leicestershire, LE17 4AG

: FCA Number: 839222

Website Image of Rees Wealth Management LTD

Rees Wealth Management Ltd, nestled in Lutterworth, Leicestershire, is a trusted firm for comprehensive financial planning. The company is regulated by the FCA under number 839222 and offers robust services focused on life investments, pensions retirement advice and final salary pension transfers. With its local presence at Devonshire House, 26 Bank Street, it extends its regional coverage surrounding counties and beyond. Clients frequently acclaim Rees Wealth as approachable and reliable, providing tailored financial solutions built around individual needs. At its core, the firm places a strong emphasis on regulated advice, assuring client security and trustworthiness in its financial services. Whether you're just starting out or preparing for retirement, their professional team can assist with your financial queries.

Their team includes 3 financial advisers. Check FCA registration here.

Rees Wealth Management LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Rees Wealth Management LTD from the Motorway

From the M1:
At Junction 20, take the A4303 exit towards Lutterworth, Rugby, and A426.
Upon reaching Misterton Interchange, take the third exit onto Lutterworth Road/A4303.
At the Sir Frank Whittle Roundabout, take the third exit onto Rugby Road/A426. Continue to follow A426.
Turn left onto Church Street.
Finally, turn left onto Bank Street. The destination will be on your right.

List of advisers under Rees Wealth Management LTD:

Rees Wealth Management 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.