Based in the market town of Llandeilo, located in the historical Black Ox Bank since 2001. Osian provides face to face financial advice to clients. His aim is to foster long term relationships with his clients.
Osian's specialist areas of advice are Inheritance Tax planning and advice to businesses owners.
Prior to joining the financial services industry, he spent 6 years working in the construction industry, working with Lovell’s on large projects in Swansea and Cardiff. This was followed by a short service commission with the Royal Engineers that took him to Sandhurst, Cambridge, Chatham, Ripon and Bovington, and working overseas in France, Germany, USA, Canada and Cyprus. Captain Osian I Rees left the Royal Engineers in 1995 to join the financial services industry. These experiences have proven invaluable in developing client relationships.
Osian has Chartered Financial Planner status since 2017 and graduated as a Fellow of the Personal Finance Society in November 2018.
Outside of business, Osian has been married to Helen for 28 years and has two sons. He enjoys cycling and keeping fit. Osian is also an official at Saron Baptist Chapel, Ammanford.
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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.