Mount Stuart Wealth Management, gets to know you and your goals to provide bespoke, focused, and specialist advice to help you on your financial journey.
The best advice is personal.
Focused on your specific needs and with your very best interests at heart.
At Mount Stuart Wealth Management, we really get to know you and your goals for the future to provide bespoke, focused and specialist advice to help you on your financial journey.
Lasting relationships built on trust
To stay at the top of your game, career focus is crucial alongside trusted advice to protect your hard-earned income. Allow our talented Financial Planners to create a personalised financial journey, helping provide financial peace of mind for now and in the future.
We provide a wide range of services whether you are interested in our Financial Panning, Private Clients, or Sports Select, we look forward to helping you manage your finances with a range of services tailored to your needs.
Embark on your financial planning journey with confidence as we guide you towards a secure and prosperous future.
Accumulating and preserving your hard-earned wealth is complicated. There are many structures and entities to consider.
You have the talent and vision, but you need a plan for your hard-earned income to provide financial wellbeing.
How do we work with you?
Financial and technical expertise should be a given in financial planning. Indeed, we are proud of our Fellowship and Chartered profile and can offer support on the most complex financial matters. But what is equally important is having a set of values and acting with integrity.
With a team of over ten highly qualified professionals, we pride ourselves on providing exceptional and personalised service. You can trust us to prioritise your financial goals and work with you to achieve them. Meet the team
“ I wouldn’t hesitate to recommend Codey - he’s truly outstanding. He is not only what you expect an advisor to be - super professional, knowledgeable, proactive and trustworthy - but he’s invested significant amounts of time and energy to build a deep and strong relationship with us and truly understand our objectives. Consequently, we regard him not just as our advisor but also a confidante, an advocate and a friend.”
Andy Hodge – Retired Partner, Deloitte LLP
Codey Rees has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Read more about the code of ethics
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St. James’s Place Guarantee to you
As Mount Stuart Wealth Management are a Senior Partner Practice of St. James’s Place (SJP). St. James’s Place Guarantee applies to the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
Mount Stuart & SJP’s awards and recognition
We are delighted Codey is recognised as one of the 2023 PAM NextGen Leaders.
The PAM NextGen Leaders identifies, recognises, introduces and promotes the rising stars of the private client wealth management world in the UK and UK Crown Dependencies.
See all of the St. James's Place awards and recognitions >>