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Ted Rees

Director at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Ted Rees Financial Services Ltd, Associate Partner Practice of St. James's Place Wealth Management</span>

Intro Book

Experienced financial professional with expertise in finance, wealth management, and risk management.

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Location

Greater Swansea Area, GB

Languages

English -

Skills

Finance
Financial Services
Management
Investments
Financial Planning
Risk Management
Insurance
Portfolio Management
Wealth Management
Banking
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Ted has 20+ years of experience in finance, which is a significant amount of time. He has worked with several large companies, including Halifax and Royal Liver Assurance, which suggests a high level of expertise. He also has a diploma for financial advisers, which is a certification that indicates he has the necessary knowledge and skills to provide financial advice. Location is the Greater Swansea Area, which is not a major hub for finance, but still has a decent cost of living. Considering his experience, certification, and location, I would estimate his hourly rate to be around $125. This is slightly lower than what I would expect for someone with his level of experience in a major finance hub, but still reflects his expertise and certification.

Bio

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Topline AI

Ted Rees is a seasoned financial professional with 20+ years of experience in finance, wealth management, and risk management. He has worked with prominent companies like Halifax, Royal Liver Assurance, and Reliance Mutual Insurance Society Limited, and is currently an Associate Partner at Ted Rees Financial Services Ltd, a practice of St. James's Place Wealth Management.

Credentials

Diploma for Financial Advisers

Instutute Financial Services

Experience

Ted Rees Financial Services Ltd, Associate Part...
- South Wales
- Director
  - Jan 2015 - Present
  - South Wales
  St. James’s Place, with whom I’m proud to be a part of, considers wealth management to be “the provision of personal, face-to-face advice, designed to suit our clients’ individual long-term requirements and putting them firmly at the centre of everything we do.”As such, I help my clients to reach...
Halifax
- South Wales
- Banc Assurance Manager
  - Jul 2004 - Jan 2015
  - South Wales
Royal Liver Assurance
- Swansea
- Senior Financial Consultant
  - Sep 1998 - Jul 2004
  - Swansea
Reliance Mutual Insurance Society Limited
- Swansea
- Financial Advisor
  - Apr 1997 - Sep 1998
  - Swansea

Education

1993 - 1996

University of Wales, Cardiff

1993 - 1996
1993 - 1996

Cardiff Metropolitan University

1993 - 1996

Suggested Services

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Ted Rees

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100 Credits For FREE

$125.0

Hourly Rate