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Simon Rees Location
Cambridge, Cambridgeshire, United Kingdom
Simon Rees Work
2026 -now Managing Partner @ Forte Wealth Partners Limited
2011 -2026 Managing Director @
2018 -2026 Managing Director @
2010 -2011 Analyst @
Simon Rees Education
University of East Anglia
BSc (Hons) (Economics)
Simon Rees Skills
Wealth Management
High Net Worth Individuals
Financial Advisory
Growth Investing
Pensions
Asset Allocation
Management
Financial Reporting
Financial Analysis
Inheritance Tax Planning
Investments
Annuities
Trustee Investments
Wealth Accumulation
Personal Financial Planning
Long Term Care Insurance
Leadership
Investment Management
Portfolio Management
Strategic Planning
Simon Rees Summary
Simon Rees, based in Cambridge, Cambridgeshire, United Kingdom, is currently a Managing Partner at Forte Wealth Partners Limited. Simon Rees brings experience from previous roles at Gibbs Denley Financial Services Ltd, GDIM: Discretionary Fund Managers and Towergate Partnership. Simon Rees holds a BSc (Hons) in Economics @ University of East Anglia. With a robust skill set that includes Wealth Management, High Net Worth Individuals, Financial Advisory, Growth Investing, Pensions and more. Simon Rees has 1 emails and 1 mobile phone numbers on RocketReach.
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