Steve Rees
Owner @Carpenter Rees Ltd
Manchester, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 1996 — Present
Owner @Carpenter Rees Ltd
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Manchester, GB
I have helped families and family businesses with their financial and succession planning for over 20 years.
SKILLS
Inheritance Tax PlanningWealthAsset ManagementFinancial AdvicePortfolio ManagementFinancial PlanningInsuranceCritical IllnessInvestmentsInvestment StrategiesHigh Net Worth IndividualsEstate PlanningRetirementFinancial PlannersStrategic Financial PlanningProtectionWealth ManagementInvestment AdvisoryFinancial ServicesFinancial AdvisoryRetirement PlanningFixed AnnuitiesAsset ManagmentPensionsPersonal FinanceAsset AllocationMutual FundsSavingsIncome ProtectionInvestment Management
ABOUT STEVE REES
A knowledgeable business owner with over 30 years’ experience in the financial services…
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