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In fact, the world’s first ever £1m deal took place here. We carry on that tradition by putting you, our client, at the heart of what we do to make sure that you receive financial advice you will value and can act upon. With our support, you can protect the things and people you love, plan ahead for the future and use your money to achieve the things you want in life. Our advice is not just for today but for tomorrow. We can help you put plans in place to pass on your wealth to future generations. And for business owners, we can help with succession planning, to ensure your professional success lives on. https://www.mountstuartwm.co.uk/home-ready daily 1.0 2025-11-27 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/55c05bad-0687-4763-b4ed-dc6161cb89ee/Placeholder_Image_2.jpg Home https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/52c58641-9910-4977-b3b1-4d0e329ca6d4/Duo_Landing.jpg Home https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/949b0f1b-b4cd-4bbf-bcea-f523ce7eb003/Block_FINANCIAL+PLANNING.png Home - Make it stand out Embark on your financial planning journey with confidence as we guide you towards a secure and prosperous future. https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/7fa40c5f-e154-4446-8859-ff9b038876ca/Block_PrivateClients.png Home - Make it stand out Accumulating and preserving your hard-earned wealth is complicated. There are many structures and entities to consider. https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/7dba02fc-90df-4fb4-a8c9-610ee71776fc/Block_SportSelect.png Home - Make it stand out You have the talent and vision, but you need a plan for your hard-earned income to provide financial wellbeing. https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/ae546a55-ec35-4c93-82f6-a4f679e98c28/Team2_together_2.jpg Home - Meet the team https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/35a40222-1315-4473-94b7-b9d92a912d23/Codey_Duo_Chartered+2.jpg Home “ I wouldn’t hesitate to recommend Codey - he’s truly outstanding. He is not only what you expect an adviser to be - super professional, knowledgeable, proactive and trustworthy - but he’s invested significant amounts of time and energy to build a deep and strong relationship with us and truly understand our objectives. Consequently, we regard him not just as our adviser but also a confidante, an advocate and a friend.” Andy Hodge – Retired Partner, Deloitte LLP https://www.mountstuartwm.co.uk/contact-us-ready daily 0.75 2024-09-17 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/79a2cc55-79c3-4f71-8b37-d67667a70ac9/D86_5232_Duo_Building.jpg Contact us - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.mountstuartwm.co.uk/codey-rees daily 0.75 2023-07-27 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/c611e9bd-c811-40b3-b33a-3c75484abc8e/Codey_Duo.jpg Codey Rees “I enjoy putting a plan in place for clients and seeing them achieve their financial goals. We have a brilliant team here and it’s inspiring to see them live up to their full potential. My ambition for Mount Stuart is to become the most respected professional and technical advisory Practice.” https://www.mountstuartwm.co.uk/new-page-1 daily 0.75 2025-09-18 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/dc459ba2-768f-4591-bba7-7b81d20130ba/Duo_D89_8839.jpg Meet the team - Ben Perkins Senior Financial Planner https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/e2817319-a62f-46c1-871b-1b98d7623da8/Callum_Duo2.jpg Meet the team - Callum Dance, DipPFS Financial Planner https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/637f9131-ff25-4a25-bc4e-e022bede3fa5/Faye_Duo_square.jpg Meet the team - Faye Penfold Carlos Takahashi https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/381b4128-e9c3-4747-9737-312313c6adba/Annabel_Duo.jpg Meet the team - Annabel Moneim Daniel Lee https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/63b561b0-d255-4aca-8223-3f57375dbeba/JS_Standing.jpg Meet the team - Jonathan Sparrow Adviser Associate https://www.mountstuartwm.co.uk/schedule-appointment-ready daily 0.75 2024-05-10 https://www.mountstuartwm.co.uk/terms-conditions-ready daily 0.75 2023-06-28 https://www.mountstuartwm.co.uk/testimonials-ready daily 0.75 2025-10-02 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/82e9ecb1-c5df-4f9a-af32-ef0cbdd2fc1b/Quote_2.jpg Testimonials - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.mountstuartwm.co.uk/faq-ready daily 0.75 2023-07-27 https://www.mountstuartwm.co.uk/faq-copy daily 0.75 2024-07-29 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/5298b54d-1c9a-484f-ae27-70b42babc6ea/D86_4096_duo_city.jpg Our services - Our services https://www.mountstuartwm.co.uk/ben-perkins daily 0.75 2025-04-07 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/6bae1df7-bbd7-4593-922f-2ab031e25a7b/BP_Duo.jpg Ben Perkins “I am passionate about planning for the future and helping my clients achieve their objectives. It is extremely rewarding to see clients reach their full potential with the framework & structures that we have put in place”. https://www.mountstuartwm.co.uk/callum-dance daily 0.75 2025-02-12 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/bf33b118-4e8d-440f-b315-1575b8e70e70/Callum_Duo.jpg Callum Dance “I want to be considered an expert in my field as that is what I believe we get paid for, to give professional advice and help clients achieve financial peace of mind.” https://www.mountstuartwm.co.uk/faye-penfold daily 0.75 2023-09-25 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/f8da24b6-519a-4173-882b-e500dc7e8f38/Faye_Duo_long.jpg Faye Penfold “I really like working with Codey and the team. They are all so motivated and enthusiastic about the business and their roles, as it makes my role of Operations Manager a really pleasurable experience!” https://www.mountstuartwm.co.uk/annabel-moneim daily 0.75 2024-09-10 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/9f50a554-b78f-4384-919b-d9884f082273/Annabel_Duo_long.jpg Annabel Moneim “Collaborating with the rest of the Mount Stuart team to ensure we offer our clients financial peace of mind is the most enjoyable part of my work.” https://www.mountstuartwm.co.uk/david-jones daily 0.75 2024-11-26 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/5fe7bbde-e00f-41fd-bbca-2fd51c7817bc/David+Jones_portrait_2.jpg David Jones “In Codey, I’ve found someone who shares both my concerns about the financial industry’s pitfalls and my passion for helping people avoid those common mistakes Codey and I both believe that putting in place solid early financial foundations is paramount for successful people to look forward to a bright and prosperous future. I am positive Codey and his team can deliver financial peace of mind” https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/7515e93c-d9a1-49e8-b5fb-68f60ed1d3b6/Golf.jpg David Jones - Make it stand out Ben Stokes; captain of England’s cricket test team, Luke Donald; former World Number 1 professional golfer and Jon Wilkin; ex-rugby league player join David in the annual Pro-Am at Wentworth just before the start of the Open Championship. https://www.mountstuartwm.co.uk/matt-lock daily 0.75 2024-07-22 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/ae67f068-ab8a-4595-86bf-0c8145f9643d/Matt_Duo_long.jpg Matt Lock "I am really passionate about helping people and I joined Mount Stuart as I believe this is a great place to learn and develop into a Financial Adviser.” https://www.mountstuartwm.co.uk/new-page-2 daily 0.75 2024-07-23 https://www.mountstuartwm.co.uk/gareth-davies daily 0.75 2024-11-26 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/5382cc4f-da5a-42ae-bb3d-5f0330f190d1/Gareth_Davies_2.jpg Gareth Davies “I am hugely impressed with Codey’s holistic approach to financial planning which I had not experienced before. It’s not about directly increasing wealth but taking into account all aspects of planning and life aspirations”. https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/4e039a2e-8c0d-4ddd-8d7d-d5a6db69a521/image002.jpg Gareth Davies - Make it stand out King Charles III with Gareth at the Rugby World Cup in Japan ahead of the Wales v NZ bronze medal play-off match. https://www.mountstuartwm.co.uk/sportselect daily 0.75 2024-11-14 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/f3bcd924-a64a-4c84-9f2b-39aab267533d/Sports_Banner.jpg Sports Select https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/f87ebe7b-7767-4cb9-8e46-f9bab2bd5ff7/SportsSelect_logo.png Sports Select - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/4f294a34-45f1-4208-baa5-634cb1cb48a2/Codey_Louis.jpg Sports Select - Make it stand out Codey Rees with Louis Rees-Zammit Ex-Welsh, British & Irish Lions Rugby Union player https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/6af5b11e-1dbc-476c-9ebe-d0355abf68a9/David+Jones_portrait_4.jpg Sports Select - Make it stand out David Jones, Sports Presenter David offers a wealth of knowledge to help our Financial Planners understand Sports Professionals' financial needs+. https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/4079ce45-c45a-4615-aab7-8db1589debd9/Gareth_Davies_2.jpg Sports Select - Make it stand out Gareth Davies, ex-Chairman, Welsh Rugby Union Gareth brings valuable experience from working with rugby players, enabling us to stay informed on their financial needs and challenges+. https://www.mountstuartwm.co.uk/financial-planning daily 0.75 2024-11-05 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/b4380b7b-2fda-46f2-9e0f-7c681d4e1870/FP_Banner.jpg Financial Planning https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/df3641e0-479a-4e5b-a569-31fb66368932/FP_logo.png Financial Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.mountstuartwm.co.uk/private-clients daily 0.75 2024-11-14 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/5b1754bf-7a48-46f0-a404-793456a167da/PrivateClient_Banner.jpg Private Clients https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/69b87de8-15e2-4af1-a599-5d19d973f488/PrivateClient_logo.png Private Clients - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/4d25f69e-82e6-4a3c-b6df-e922581390e8/Codey_duo_2.jpg Private Clients - Make it stand out Codey Rees, Founder By working with our our highly qualified Founder who specialises in the private client arena, Codey will help preserve the wealth you have worked so hard for. https://www.mountstuartwm.co.uk/jonathan-sparrow daily 0.75 2025-04-07 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/8cac01ec-919f-49d5-b96c-b2dc1e08f773/JS_Satt.png Jonathan Sparrow “I am thrilled to embark on this new chapter with Mount Stuart Wealth Management. Joining this exceptional team will provide fresh developmental opportunities to support a bright and exciting future.” https://www.mountstuartwm.co.uk/how-we-work-with-you-copy daily 0.75 2025-11-27 https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/cc44a89a-6427-4c3f-9048-1ed49af59094/WEB_Duo_MtS_Meeting.jpg How we work with you? - Expert, tailored advice https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/19a46503-3b04-4093-bbd9-4f544b276c1e/WEB_Duo_MtS_Meeting2.jpg How we work with you? - Personalised, face-to-face Meetings https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/9a974565-ae3a-45ba-ae7d-7033d1562406/WEB_Duo_MtS_Highfive.jpg How we work with you? - Proactive, ongoing Support https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/c284524e-5d83-4ce4-bc48-d2bd256625d8/Codey_Louis_2+2.jpg How we work with you? - What you can expect as our client At the heart of our service is a commitment to regularly reviewing and refining your financial strategy to ensure it aligns with your evolving needs and objectives. https://images.squarespace-cdn.com/content/v1/6494441c0b68410cd6c09723/e4dc46b0-c5e6-4b4d-bbc2-ccd44ef6863b/MTS_Paperwork.jpg How we work with you?