Steven Rees Wealth Management Ltd - Carmarthen

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Discover Steven Rees Wealth Management Ltd

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Steven Rees Wealth Management Ltd stands as a dedicated financial advisory firm based in Carmarthen, United Kingdom. The company offers professional financial planning services designed to help individuals navigate their financial futures with confidence and clarity.

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Company Location and Contact Information

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Nestled in the heart of Carmarthen, this financial advisory firm operates from its offices located at 1 Corracle Offices on St Catherine Street. The specific address is 1 Corracle Offices, St Catherine St, Carmarthen SA31 1RD, United Kingdom. This strategic location places the firm within the Carmarthen community, making it easily accessible to local residents seeking financial guidance.

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For direct communication, the company provides a telephone number, 1267235565, which clients can use to inquire about services or schedule appointments. Additionally, the firm maintains an official website at stevereeswealthmanagement.co.uk. This online platform likely serves as a central hub for information about services, team members, and potentially downloadable resources.

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Core Specialties and Services

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The primary focus of Steven Rees Wealth Management Ltd is financial planning. This core service encompasses a comprehensive approach to helping clients manage their finances effectively across various life stages and goals. Financial planning involves creating a personalized strategy that addresses an individual's unique circumstances, objectives, and risk tolerance.

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While the company specializes in financial planning, its services likely extend to related areas such as investment management, retirement planning, and estate planning. Based on client feedback, the firm places significant emphasis on mortgage advice and life insurance solutions, with Jonathan specifically praised for his expertise in mortgage arrangements and providing outstanding service.

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Client Experience and Atmosphere

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Operating in the financial sector often involves sensitive discussions about personal finances, making the client experience paramount. Steven Rees Wealth Management Ltd appears to understand this need, as evidenced by the mention of a toilet facility available on-site. This consideration can contribute to a more comfortable and less rushed environment for clients attending meetings.

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Client feedback strongly emphasizes the importance of appointments. The recommendation for appointments suggests a structured approach to client services, ensuring that both advisors and clients can make the most of their time together. This practice also allows the firm to provide personalized attention rather than rushed consultations.

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Client Testimonials and Reputation

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The company maintains a strong reputation in the Carmarthen community, as reflected in its two Google My Business reviews. Astonishingly, these reviews have awarded the firm a perfect 5/5 average rating, indicating consistently high levels of client satisfaction.

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One review specifically mentions Jonathan, a member of the team, for his exceptional work in arranging a mortgage and life insurance policy. The reviewer notes Jonathan's willingness to 'go above and beyond' to provide help, describing the service as 'top quality' and the staff as 'great'. These comments highlight not only Jonathan's individual expertise but also the overall positive impression of the team's collaborative approach.

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Another aspect of the feedback praises the quality of investments recommended by the firm. This indicates that clients not only value the advice itself but also trust the advisor's judgment in selecting appropriate investment vehicles aligned with their goals.

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Conclusion and Recommendations

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If you are seeking professional financial guidance in the Carmarthen area, Steven Rees Wealth Management Ltd presents itself as a viable option. The company specializes in financial planning and has received excellent feedback regarding the quality of service and expertise of its team members, particularly Jonathan.

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To explore the services offered, potential clients are encouraged to visit the firm's official website at stevereeswealthmanagement.co.uk. Scheduling an appointment by calling 1267235565 is recommended to ensure a dedicated consultation time. The positive client testimonials suggest that the firm prioritizes personalized service and maintains high standards of professionalism and expertise.

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When considering any financial advisor, it is always prudent to conduct thorough research and potentially consult with multiple providers to ensure the best possible fit for your specific financial needs and objectives.

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"summary": "Steven Rees Wealth Management Ltd provides financial planning services in Carmarthen with a 5/5 rating. Jonathan is praised for mortgage advice.",
"keywords": ["Financial Planning", "Wealth Management", "Carmarthen", "Jonathan", "Mortgage Advice", "Life Insurance", "Investments", "Personal Finance"],
"word_count": 963,
"quality_score": 8,
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"language_used": "en"
}

👍 Reviews of Steven Rees Wealth Management Ltd