Gareth Rees

Our people

Senior Financial Planner – Divisional Director

“I’ve been looking after lots of my clients for 20 plus years, with me now looking after their children too. They trust me with their financial futures and that is something I am very proud of. I work hard to build and maintain this trust.”

Gareth is a Divisional Director and Financial Planner in our Bath office. Whilst his clients are mainly private individuals, he also helps some pre- and post-exit, high-net-worth owner-managers of businesses.

He sees himself as both a life counsellor and a financial confidant, helping his clients to take a step back, assess what they want their life to look like and then planning how to quickly make this a reality for them.

Starting on a graduate training programme in 1998 with Commercial Union, Gareth then worked at Chase de Vere and Target Financial Management. In 2010 he became a Founding Partner of Epoch Wealth Management. During his time there he helped to create i4C (now Intelliflo Planning), the cash flow model of choice for financial planners. These were both sold in 2019 to RBC Brewin Dolphin and Invesco respectively. He is a Chartered Financial Planner of the Chartered Insurance Institute and has his Bachelor of Laws degree.

Contact Gareth Rees