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.
"We have invested with SJP for over 15 years - retirement planning, Unit Trusts, ISAs and other ad-hoc investments. Codey became our Partner/Adviser c. four years ago - and has been absolutely excellent from the start. We are at a stage where, being retired, we are focused on how to exit certain investments in a tax-efficient way and how to ensure we are focused on estate planning - while still maximising returns in our investments. Codey's grasp of our situation is impressive and his advice is relevant, technically very sound and has been of huge value to us. He is technically very strong, has a good understanding of our tax position and we have a very high degree of trust in him. St. James's Place continue to provide excellent returns while protecting our investments and Codey is an outstanding adviser for SJP. He is also very amiable, challenging (when appropriate), responsive and pleasant to work with. We would recommend him very highly."
Ian McNeil – Retired Partner, Deloitte LLP
"Codey has provided tangible insight into my current and future financial position. Codey's suggestions have helped simplify my insurance position and have put in place important protection arrangements with respect to my estate. I am very happy with the service provided and look forward to continuing that relationship.”
Ian Howse – Partner, Deloitte LLP
"Codey has provided excellent advice and has been proactive in helping us to develop a financial plan. Very clear advice and always implements agreed actions in a timely manner. We feel in good hands and very well looked after."
Robert Cherry
" I wouldn't hesitate to recommend Codey - he's truly outstanding. He is not only what you expect an adviser 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 adviser but also a confidante, an advocate and a friend.
Andy Hodge – Retired Partner, Deloitte LLP
" I and my family have been with Codey and the team at MSWM for the past 4 years. In that time Codey has diligently taken the time to engage with us on a regular basis to understand our financial needs and future plans. We have established a strong relationship over the past 4 years and taken his advice on a range of issues from IHT planning, investments and pensions as well as generational planning.
We chose MSWM after interviewing several independent Financial Advisers but selected Codey following an initial meeting where he won us over with his affable personality, boundless enthusiasm and professionalism and that has not waned or diminished in the 4 years we have been with Codey and his firm.
I was referred by a respected colleague and have since referred others to Codey and the team at MSWM.”
GS retired Executive and Family Berkshire
" I thought today was a perfect day to write this Testimonial about Codey Rees and his trusted team at SJP on the 1st March, St David's Day as Codey is a good reliable Welsh man.
Codey has been our trusted financial adviser at SJP and now a trusted friend since my husband passed away in 2017. Previously Dan O' Sullivan was our Adviser whom my husband trusted implicitly over many years, but he retired just as my husband died.
My husband was a Partner at PWC. A professional man who got to the top of his profession and put his faith and trust in SJP. I, on the other hand, am not as financially savvy as he was, so my daughter and son-in-law helped me when Codey became our financial adviser at that time.
We obviously went through a lot of emotions when my husband passed and although I was financially sound, I needed someone we could trust even more with my finances and Codey stepped into that role.
We have Zoom meetings regularly, particularly through Covid and now are able to meet up in person at the London offices. We can always get hold of the team at any time and are kept up to date with all the latest developments within the organisation.
I cannot recommend this company more and trust them completely with my finances both now and for my future planning which includes my two daughters, their partners and my 3 grandchildren which is just as important to me as it was to my husband.
I would like to thank Codey and his amazing team and look forward to many more years with SJP. Thank you again. “
J Crosby and my family