I have a wealth of expertise and experience and provide both private and corporate financial planning advice to my clients.
I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard. My focus is on you and on achieving or maintaining financial security for you and your loved ones.
My expertise covers the broad spectrum of financial planning and will help you and your business to:
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received. Click here to view customer testimonials.
At the heart of my service to my clients is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I regularly publish a range of newsletters exclusively for my clients, including a weekly Market Bulletin and quarterly magazine, The Investor.
I joined St. James's Place Wealth Management and set up Colin Rex Wealth Management in July 2013.
In my spare time I enjoy playing golf and spending time with my family.
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.
Colin has always given good advice in a friendly non-aggressive way. He is knowledgeable and happy to answer any questions to put our minds at rest. He deals with all queries in an efficient manner and puts us on the right track. I would happily recommend him to family and friends.
Click on the accreditations for more information
Enter your email address and register or update your existing email preferences.
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.