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.
Generating wealth requires remarkable expertise, dedication and commitment to secure your financial future.
Who do we work with?
Equity Partners in the professional services sectors
Corporate Executives, both working and retired
Business owners developing an exit strategy*
High-earners with complex financial planning needs
Families with inherited wealth
Creating wealth is an extraordinary accomplishment
Self-managing your wealth needs can be burdensome with the pressure to ensure it meets your family’s needs, as well as juggling a busy life.
Our highly qualified Founder, Codey Rees can untangle and simplify complex wealth scenarios to help preserve your capital.
Codey will work with you and your family to understand what is important, so he can build a personalised financial planning model and the very best of advice recommendations to help meet your needs for the future. This can be adjusted as life changes, so you always have a plan and the right advice to meet your expectations.
With your exceptional needs and our expertise, we can work together to deliver brilliant outcomes for you and your family, both now and in the future, as well as giving you financial peace of mind and some well-deserved time back.
Codey Rees, Founder
By working with our our highly qualified Founder who specialises in the private client arena, Codey will help preserve the wealth you have worked so hard for.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Exit strategies may include the referral to a service that is separate and distinct to those offered by Mount Stuart Wealth Management and St. James’s Place.