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.

Founded in

United Kingdom