Carpenter Rees Ltd
Carpenter Rees is a well established firm, which since its inception in 1996, has built up an excellent reputation for its high standard of service and extensive expertise. Specialising in both people and business, at Carpenter Rees you will find a group of highly qualified, yet accessible individuals who work closely together to deliver a personable service tailored to your needs. Everything that we do starts with our client first and foremost. We take an honest and practical look at each client’s set of circumstances and the challenges they face. We then work in partnership with them to achieve their long-term financial goals. We can provide our clients with either a comprehensive plan − which covers every single aspect of their financial arrangements − or a scheme that focuses solely on one or more specific area
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Verified contacts
6
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
9
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- SR
Steve Rees
Owner · General Business & Management
EmailPhone - NB
Nicola Banks
Compliance & Operations Manager · Operations
EmailPhone - AF
Alison Fox
Financial Planning Administrator · Finance & Accounting
EmailPhone - RW
Rachel Watson
Paraplanner · Finance & Accounting
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Carpenter Rees Ltd
5 distinct titles indexed · top 5 shown.
- 1compliance & operations manager
- 1director
- 1financial planning administrator
- 1owner
- 1paraplanner
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