Wealth management is the creation of an investment strategy and financial plan to meet a number of aggregated financial goals. Financial planning is a critical part of managing your wealth plan.
Rees Astley is a well established company that you can trust to provide you with an informed approach to wealth management. We have been managing and preserving family wealth for generations. We aim to provide a supportive and trustworthy relationship that you can rely on whenever the need arises.
Through our comprehensive fact-finding process we will establish your financial goals, aspirations and objectives then complete a full evaluation of your assets. We will then produce a bespoke financial plan and investment strategy aimed to meet your financial needs. Once these have been discussed and agreed with you we will carry this strategy through to implementation. We will then review and monitor your investments and objectives on a regular basis ensuring they are on track to meet their targets.
Financial Services Office
- Address: Mostyn House, Market Street, Newtown, Powys, SY16 2PQ
- Phone: 01686 626616
- Email: firstname.lastname@example.org