Jonathan Cook Rees
ACIB, MLIA (Dip), IMC, Cert CII (MP), Dip FPS
With 35 years of financial services industry experience, I genuinely love to make a difference to our clients' lives. I see myself as an extended family member to our clients, with a trustworthy, genuine and ongoing relationship in place.
About
JCR Wealth specialises in pensions. Despite pensions translating into the quality of life for people in retirement, far too many people don't really understand what their retirement will look like because they don't understand their existing pensions. We help clients live their dreams by setting up clear strategies for having an enjoyable life in retirement.
Business owners are often so busy running a successful business that they don't have a clear plan in place to be able to retire until it's very late. We help business owners plan for their exit* well in advance, so that they have a fulfilling life, long after their business is in someone else's hands. That often involves family or key staff members who take over the business. JCR Wealth helps our business clients put plans in place to ensure a smooth transition.
*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
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.
