Partner Practice of St. James's Place Wealth Management
Adam Rees ACIB APFS - Associate Director & Chartered Financial Planner
Adam joined Midland Bank as a management trainee in September 1980 and spent the next 9 years in various roles within the Banking and Finance environment. Qualified as a Chartered Banker and Chartered Financial Planner, Adam established a Financial Services business in September 1990 and has been providing face to face financial advice during that time, working with
St. James’s Place since 2003. In September 2017 Adam joined forces with Hawkins Thomas Wealth Management to create a larger business unit with a combined industry experience of over 100 years. Adam specialises in Inheritance Tax planning and *Trust work, Investment and Retirement Planning.
Adam is a keen multisport enthusiast, currently focusing on mountain bike marathons. Adam has 3 grown up children, lives with his wife Julie in Llantwit Major.
*Trusts are not regulated by the Financial Conduct Authority.
The Partner Practice 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
HawkinsThomas Wealth Management is a trading name of HawkinsThomas Ltd. HawkinsThomas Ltd is registered in England and Wales, Number 09355910. Registered Office: 8 Deryn Court, Wharfedale Road, Cardiff, CF23 7HA.