Carpenter Rees Ltd

Founded by Wesley Carpenter and Rhys Williams, Carpenter Rees Ltd is a financial advisory firm providing comprehensive wealth management and financial planning services. The company focuses on building long-term, trusted relationships with clients to help them achieve their financial goals, offering advice on investments, retirement planning, protection, and inheritance tax planning. As a Senior Partner Practice of St. James's Place Wealth Management, they provide clients with access to the distinctive St. James's Place approach to investment management and are backed by its guarantees.