C.R.E. Financial Services - Welcome
Hello and Welcome to C. R. E. Financial Services, the "privately owned and managed", independent intermediary specialising in the provision of Bespoke Financial Advice and solutions to our clients, "old and new".
C.R.E. Financial Services was founded by its two directors, J. Paul Rees & Wayne Coles, both of whom have a wealth of knowledge and industry experience having practiced in the provision of Financial Services since circa 1983.
Our philosophy is that of "cater for today but be prepared for the future" and the need to "plan for the future" has never been more prominent than in today's marketplace, as we witness the proliferation and growth of product choice, the complexities of taxation, legislation and the inevitable questions that we often ask ourselves ........
"have we made the right choice with our investments, is this the right mortgage for us, should we have elected that insurance policy, do we have enough cover, what about our retirement, is our estate protected for our children "
..... the list is almost endless isn't it !!!.
So who do we act for, well, our clients comprise a healthy mix of private individuals, families, small businesses, and incorporated companies as well as doctors, dentists, solicitors, accountants, estate agents, surveyors and other intermediaries / professional introducers.
Indeed, the majority of our business is generated from referral or recommendation via our existing, loyal and longstanding, client base, some of whom have been transacting business with us personally, since our early days in the financial services industry.
That said, we also welcome new business enquiries and we are here to help you achieve your goals in life, hence, it does not matter if you are a first time buyer on the first rung of the ladder or looking to protect your accumulated wealth and estate in retirement "or thereafter", we are here to help and we are here to offer advice.
What's more, you can rest assured that you are "in safe hands" and free to utilise our services as much or as little as you feel right for your circumstances.
We hope and trust that you find our approach respectful and mindful of your needs and whilst we do not wish to dwell in the past, our heritage has certainly stood the test of time and we are told by our clients that "it is reassuring to know, that the person or company that you place your business with, has the strength and character to go forward" and provide "quality in service" with the "professional ability to act on your behalf" and "undertake your instructions with confidence".
Here's to a long, healthy, secure and rewarding future, "yours and ours".
J. Paul Rees & Wayne Coles, C. R. E. Financial Services.
With years of experience, we are ready and able to help you today with our professional, approachable service.
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For a complete list of services offered by C.R.E. Financial Services, please
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We are authorised and regulated by The Financial Services Authority.
For more information, please visit the
FSA Web Site or
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C.R.E. Financial Services offers a full range of profesional, friendly advice to both private and commercial clients, including ...
- Buiness Advice
- Mortgage Advice
- Life Assurance
- Personal Financial Planning
- Pensions (Personal & Company)
For more information and a complete list of services offered please
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C.R.E. Financial Services is J. Paul Rees and Wayne Coles ...
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For more information on any of our services, please contact us ...
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01443 421144
(Mon-Fri 9am-5pm)
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103 Dunraven Street
Tonypandy
Rhondda Cynon Taf
CF40 1AR
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