Who We Are
C.R.E. Financial services are ...
J. Paul Rees
FNAEA (Cert PFC Cert CII MP)
Paul's career in financial services commenced with his appointment as a consultant at Sun Life of Canada in 1983, initially for the purposes of providing financial services to the clients of his family's Estate Agency and property business. Whilst at Sun Life of Canada, Paul and Wayne's business association began and Paul quickly graduated to senior consultant and Life Underwriter Status, later to become a regular qualifier and member of the company's prestigious "Mcauley Club", an accolade shared only by the top consultants of Sun Life of Canada worldwide.
With the onset of regulation Paul successfully obtained his professional qualifications to CII standard and he attended several, regional, national and international seminars / courses / conferences with Sun Life of Canada.
Paul's wealth of experience in Financial Services and the Residential and Commercial property sectors led to him overseeing and guiding the restructure of his family's Estate Agency, culminating in his appointment as managing director 1991 ( a role that he continues today).
Market forces subsequently brought about significant change in the provision of Financial Services and the need for a more diversified approach towards meeting the needs of clients saw Paul leave Sun Life of Canada and join a well respected South Wales based IFA practice to team up again with Wayne.
To practice as an IFA, Paul made full use of his knowledge and experience in the residential and commercial property sectors, delivering bespoke financial solutions to both individual and corporate clients, with a broad mix of property, investment, inheritance tax planning and general protection needs.
This continued until 2005 when Paul and Wayne formed C.R.E. Financial Services, a company that is totally and wholly owned by Paul and Wayne. C.R.E. Financial Services is now the vehicle of delivery through which Paul continues to service the needs of his clients (existing and new) and the scope of business undertaken is conducive with that of an experienced and diversified professional Independent Financial Advisor.
Outside of work Paul's wife Julie, features in a very strong supporting role along with Jordan and Christian (their two sons). Paul's social and sporting interests comprise F1 and truck racing along with a passion for rugby and he tirelessly supports his local rugby club at all levels of the game.
Paul's comment.....
"When you do something, do it well and to the best of your ability, with integrity and professionalism"
Contact Paul directly on 07970 849106 or paulrees@creifa.co.uk
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Wayne Coles
(Cert PFC)
Wayne Coles started working in the financial services industry in London in 1983 advising on savings plans for a brokerage in Islington.
One very early spring Saturday morning whilst driving from Pwll towards his home in Burry Port he looked out to the sea and thought "what am I doing in London". On Monday he was interviewed for Sun Life of Canada. After a succession of interviews he eventually started as a Financial Advisor, and then two years later at the age of 26 was promoted to a Manager in the Swansea office. After a short time with SLOC Wayne met Paul Rees who was also an advisor with SLOC.
Since then Wayne has worked with Guardian Royal Exchange, Royal Life and Lincoln Financial where he was either a manager or a senior financial advisor. During his time with these life offices Wayne attended many various training courses covering all aspects of the financial services industry. In 1998 Wayne became an IFA and then in 2005 he and Paul set up C.R.E. Financial Services. Since 1998 Wayne has continued to attend various training seminars to keep his knowledge updated and to learn more.
Wayne is very much the family man with two teenage children and his wife Kath is a Ward Sister in the NHS.
Wayne believes fully that you should treat a client as you would expect to be treated yourself and also believes in the philosophy of KISS: Keep It Simple St****.
Wayne's Comment
"This industry is complicated and confusing enough for most clients. I believe my role is to guide a client through the maze that is financial services. This should be done as simply as possible in a language the client understands".
Contact Wayne directly on 07774 872295 or waynecoles@creifa.co.uk
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What We Do
C.R.E. Financial Services offers a wide range of Independent Financial Advice to private, professional and corporate clients, as well as Intermediary Services to solicitors, accountants, estate agents & property developers.
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