David Rees

Get in touch

01225 775923


The Old Brewery, Wine Street, Bradford on Avon, Wiltshire, BA15 1NS

David Rees

Independent Mortgage Adviser

At work

Our resident Mortgage Adviser David has successfully advised on and arranged over 1,700 mortgages, totalling more than £250 million.

After graduating from university, David spent several years working in a successful estate agency with offices in Frome, Trowbridge, Midsomer Norton and more. He was subsequently invited to join Friends Provident to complete his financial adviser training. In 2001, David decided to specialise in providing mortgage advice and joined a national high street IFA as an independent mortgage adviser.

From 2005, David worked with a smaller, local IFA practice as their specialist mortgage adviser in Frome and Chippenham. Here he was able to spend more time looking after clients and enhance the range of services he was able to offer: including commercial mortgages, bridging finance and more complex large loans. During this time, he went on to complete the Advanced Certificate in Mortgage Advice and Practice.

Over the years, David has established relationships with hundreds of clients, both locally and across the whole of the UK, many of whom have turned to him more than once when it came to mortgage advice. David’s clients have included property developers and professional landlords, as well as first-time buyers, home movers and remortgage customers. David has also developed business partnerships with a number of estate agencies, solicitors and financial advisers across the South West, who enlist David’s help with their clients’ mortgage needs.

At play

In his spare time, David enjoys reading, film and music.

Advanced Certificate in Mortgage Advice & Practice

Certificate in Regulated Customer Care

Certificate in Regulated Equity Release

Certificate in Lifetime Mortgages

Certificate in Mortgage Advice & Practice

Financial Planning Certificate