Jo Rees
Associate Director @Evelyn Partners
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WORK HISTORY
Associate Director @Evelyn Partners
Cardiff, GB
Tilney is a leading investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with over £25 billion of their assets. We offer a range of services including financial planning, investment management and advice. We have around 1.200 staff in offices around the UK.A merger of Tilney and Smith & Williamson due in 2020 will create a market-leading, integrated UK wealth management and professional services group with over £45 billion of assets under management.
EDUCATION
University of West of England
2:1, Financial Services
The Manchester Metropolitan University
Master of Science - MSc, Financial Planning and Business Management
ABOUT JO REES
I am a Chartered Financial Planner. I work with clients to help them develop a lifetime plan to help them take control of their financial future. We are one of the UK’s leading financial planning and wealth management firms, specialising in providing high quality, expert financial advice to private individuals, families and trustees. What sets us apart from other advisers is that we believe that your financial decisions should be made as part of a personal financial plan which is structured to help you achieve your short and long-term financial goals.
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