Partner Practice of St. James's Place Wealth Management
“I first met Osian Rees in June 2010 through my daughter, at a difficult time with my late husband in care. We had spent thousands on care fees. He reassured me of the effect care fees would have had on our remaining estate: ensured that our legal documents were correct and current. We are now aware of the effect on the estate of further care fees. Osian’s advice has enabled me to maintain my lifestyle and removed my worries on care fees.”
Mrs E Jones, Retired Farmer, Ammanford
“A short note of thanks to Osian Rees of IRP Wealth Planning. I met Osian for the first time in January 1996, at the time he said he would look after me and my late husband over the longer term. 17 years on, Osian has kept his word and we meet regularly. He helps sort out the numerous documents and statements I receive, as well as sensible and timely financial advice as the need arises.”
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.