Codey Rees

Founder - BSc (Hons) FPFS, Fellow of Chartered Insurance Institute

On acquiring a Diploma in regulated financial planning, Codey established his Senior Partner Practice with St. James's Place, going on to gain Chartered Financial Planner status with the CII. He was awarded Fellow Membership, which is regarded as the premier qualification within the wealth management profession.  

In 2017, Codey expanded the business by relocating the head office to London, while retaining the Cardiff location for existing and new clients. In his spare time, Codey used to play rugby, but after 16 fractures he decided to call it a day and now enjoys maintaining a high level of fitness as well as spectating and supporting his cousin, who plays International rugby for Wales.

““I enjoy putting a plan in place for clients and seeing them achieve their financial goals. We have a brilliant team here and it’s inspiring to see them live up to their full potential. My ambition for Mount Stuart is to become the most respected professional and technical advisory Practice.””

Callum Dance, DipPFS

Financial Planner

Faye Penfold

Operations Manager

Annabel Moneim

Office Manager & PA

Ioannis Nikolaidis

Private Client Paraplanner

Oliver Ross

 Private Client Administrator

David Jones

Consultant

Gareth Davies

Consultant