Adding value since 1845

Professional Services & Sectors reesrichards.co.uk

We’re a specialist land, property and chartered surveying consultancy, founded in in 1845.

That matters: not just because of history, but One thing characterises all that we do: because it proves that for 175 years we’ve stayed whether it’s a straightforward property sale or ahead of the times to help our clients and our the management of a complex estate; difficult own business to thrive. negotiations with utilities organisations or help with property valuation matters. We make the We aren’t just estate agents – that’s just one of our complicated simple. specialisms. Our clients can expect detailed, trusted sector Today, we’re trusted multidisciplinary specialists expertise coupled with the most up-to-date who offer a wide range of land and property- thinking and business practices in our industry. related expertise. Our clients are of all shapes and We know that they like what we do, because clients sizes, from major corporates to private property stay with us, recommend us to their friends & landowners and occupiers. And we represent them family, and that’s the thing we are most proud of. daily, dealing with national utilities companies, Take Penllergaer Estate, who’ve entrusted us with and other lenders and related third party their estate management since the 1800s and businesses, on their behalf. whom we’re still honoured to call a client, today. Ian Howell MRICS FAAV Matthew Lloyd MRICS MNAEA Christine Davies MRICS FAAV Partner Partner Associate Partner Agricultural Tenancies Areas of Expertise

If you rent or lease agricultural land or property • Agricultural Holdings Act, 1986 you’ll know the value of having thorough, watertight • Agricultural Tenancies Act, 1995 agreements in place. Since the Agricultural Tenancies • Arbitration • Dilapidation Claims Act1995, these have usually taken the form of a • End of Tenancy Farm Business Tenancy, prior to this would • Farm Business Tenancy be more traditional tenancies under the • Grazing licences Agricultural Holdings Act 1986. • Leases • Records of Condition But there are many variations pertaining to • Rent Review • Succession different land uses, grazing and mowing licences and other special circumstances. We’re experienced at helping with technical and practical advice pertaining to agreements, tailored to meet your individual situation. Dylan Williams MRICS MNAEA Ian Howell MRICS FAAV Christine Davies MRICS FAAV Partner Partner Associate Partner Arbitration, Expert Witness Areas of Expertise

& Mediation • Agricultural & Commercial Rent Reviews • Arbitration Act We are experts in the preparation of valuation advice in • Boundary Disputes the event of disputes, arbitration or court proceedings. • Contentious Probate Our knowledge of current legislation means that we • Court Appearances are used to working with the level of detail required • Development Option Notices to help you avoid pitfalls. In every case, our focus • Dispute Resolution is on professionally representing our client to • Expert Witness Report achieve their desired outcome. • Matrimonial Disputes We’re often an expert witness for agricultural • Partnership Dissolution and commercial rent reviews and resolving • The Civil and Family Procedure Rules disputes including the dissolution of • Written Representation partnerships, matrimonial disputes, probate issues and development option notices. Matthew Lloyd MRICS MNAEA Christine Davies MRICS FAAV Rhys Richards MRICS Partner Associate Partner Senior Surveyor Compulsory Purchase & Areas of Expertise

Compensation • Accommodation Works • Acquiring Authority The first step with any Compulsory Purchase Order • Blight Notice is to make sure you have a qualified chartered surveyor • Compensation Claim on side. Our surveying team are highly experienced • Compounds and have represented both landowners and occupiers • CPO in a vast array of cases including easements and • Crop Loss & Disturbance wayleaves, underground utility pipelines and • Easements & Wayleaves • Infrastructure cables, road, rail and waterway infrastructure. • Injurious Affection No matter what your situation, we can offer • Land Compensation • Land Reinstatement reliable, expert advice and information that will • Land Take represent your best interests. We always • Land Valuation recommend getting advice as soon as possible: • National Government & Local Authority early input can be beneficial and can influence • Part 1 Claims the favourable outcome of plans for all parties. • Public Inquiry • Road, River, Rail & Utilities Ian Howell MRICS FAAV Dylan Williams MRICS MNAEA Christine Davies MRICS FAAV Partner Partner Associate Partner Estate & Asset Management Areas of Expertise

We’ve been managing estates across South for over 150 years – • Collecting Rents and Lease Payments we’re particularly proud to have been managing the Penllergaer Estate • Digital Mapping since the 1800s, so we’ve earned a few years of experience and more than a little expertise over this time. • Estate and Asset Planning • Freehold & Leasehold Property Nothing is static and everything revolves around the changing economic • Ground Rent Collection climate -that means our service is focused on making our clients feel confident they’re making the most of their assets, no matter what the • Management of Tenancies external circumstances. • Portfolio Consultants

We work with private individuals, corporates, organisations of all • Property Maintenance shapes and sizes on both urban and rural land and properties. • Property Management Our clients currently entrust us with the management of over 15,000 acres of their farms, family estates, commercial portfolios, private properties and other assets.

We help manage tenancies, leases and renewals and collect rental and lease payments. We handle all aspects of property maintenance, including refurbishment or repair and maintenance of communal areas. We offer help with planning and advice. And we can help you with sales or acquisitions, too. Dylan Williams MRICS MNAEA Christine Davies MRICS FAAV Rhys James BSc (Hons) Partner Associate Partner Assistant Surveyor Lease Consultancy Areas of Expertise

We advise on all aspects of landlord and tenant • Rent Reviews matters, with particular regard to rent reviews, • Lease Renewals lease renewals and lease re-structuring. • Lease Restructuring We act for a range of clients across different • Arbitration & Expert Witness property types and locations to assist them with negotiations to ensure the best outcome. In particular, we offer specialist advice in leisure property, including pubs, restaurants, bars and clubs, where we represent both landlords and tenants. We always seek to reach a negotiated settlement, but in cases where this is not possible, we can act as Expert Witness before Arbitrators and Independent Experts. Dylan Williams MRICS MNAEA Christine Davies MRICS FAAV Rhys James BSc (Hons) Partner Associate Partner Assistant Surveyor Property Valuations Areas of Expertise

Valuations are pivotal to what we do, critical to every property • Capital Gains & Inheritance Taxation transaction, commercial or domestic, regional or national. • Dispute Resolution That’s why we are proud we’re a trusted RICS registered • Estate Planning team. You don’t need to take our word for it – we’re officially • Expert Witness appointed valuers for Barclays, Lloyds, Swansea Building • Freehold Reversion Society, Svenska Handelsbanken and Shawbrook • Insurance amongst many others. They choose us for our unrivalled experience of the varied and diverse property market • Investment across South Wales and further afield together with our • Loan Security rapid turnaround for instructions. • Market Appraisal • Market Valuation We are experienced at valuing agricultural, • Probate commercial and residential property for a whole host • RICS Registered Valuers of different purposes. These include acquisition and disposal, secured lending, capital gains tax, pension • Sales & Acquisitions funds, leasehold issues, inheritance tax and probate • Secured Lending / Mortgage matters or general dispute resolution such as • Stocktaking matrimonial or family disputes. Martyn Jenkins FAAV Luke Lawrence BSc ANAEA Rhys James BSc (Hons) Consultant Property Consultant Assistant Surveyor Sales & Auctions

Buying or selling a property can be quite an undertaking. Emotions run high, it can be stressful and sometimes complicated. Our job is to make it as painless as possible for our clients by offering our broad and expert service that’s trusted, simple and friendly. Our auction team has notched up over 50 years of rostrum experience, handling every kind of property imaginable. Auctions are run at easily accessible venues across South and West Wales, every other month, where we help clients to both buy and sell land and property. Our regional knowledge, reach and marketing track record will give you the safe hands you’re hoping for. And we’re specialists in rural, commercial, residential and development properties, so whatever it is you’re hoping for, we’ll have you covered. Ian Howell MRICS FAAV Dylan Williams MRICS MNAEA Christine Davies MRICS FAAV Partner Partner Associate Partner Land & Development Areas of Expertise

Our specialism is adding value for clients • Building Plots looking to develop land or property. • Commercial Development For some of our clients that means identifying • Development Land for Sale the right opportunity for development. • Investment For others it’s helping them to maximise an • National & Local Housebuilders • Portfolio Appraisal opportunity they’ve already identified. • Residential Development • Retail Development We can help you buy, sell and promote your • Site Appraisal commercial venture. Dylan Williams MRICS MNAEA Luke Lawrence BSc ANAEA Rhys James BSc (Hons) Partner Property Consultant Assistant Surveyor Leisure Property Areas of Expertise

• Acquisition & Disposal Rees Richards & Partners have extensive • Investment experience in the leisure sector, and are able • Pubs, restaurants, hotels and to advise on the sale or valuation of leisure caravan parks property, whether you are an owner, • Rent review and lease renewal advice • Valuations for loan security, probate, operator, investor or developer. tax, financial planning Martyn Jenkins FAAV Luke Lawrence BSc ANAEA Rhys James BSc (Hons) Consultant Property Consultant Assistant Surveyor Residential Property Areas of Expertise

• Investment We offer great knowledge, modern marketing • Market Appraisals from drone photography to social media • Marketing campaigns and an expert set of hands, • Private Sales whether you’re buying or selling a home. • Public Auction • Rural Retreat We know it can be an emotional experience – • Town House we like it when that emotion is happy. • Valuation Dylan Williams MRICS MNAEA Christine Davies MRICS FAAV Rhys James BSc (Hons) Partner Associate Partner Assistant Surveyor Retail, Office & Industrial Areas of Expertise

• Commercial Developments We offer expert advice, whether you’re entering • Industrial Developments the commercial property market for the first • Industrial Units for sale and let time or hold an established portfolio. • Market sales & appraisals • Market valuations Our chartered surveying team work across lets, • Offices for sale and let sales and purchases and can help you whatever your situation whether that’s support with your financing or managing your property portfolio on your behalf. Matthew Lloyd MRICS MNAEA Christine Davies MRICS FAAV Martyn Jenkins FAAV Partner Associate Partner Consultant Rural Property Areas of Expertise

We’ve been handling rural land and property • Agricultural land for a long time – but that doesn’t mean we’re • Auctions old-fashioned. We’re experts from rural • Bare land • Drone photography & video backgrounds with technical expertise that’s • Equestrian land grounded in modern day best practice. • Farms for sale We’re also extremely well-connected, which • Farms to let helps smooth the way. • Grassland • Land and buildings • Land for sale • Land to let • Paddocks • Private treaty • Tenders Ian Howell MRICS FAAV Matthew Lloyd MRICS MNAEA Christine Davies MRICS FAAV Partner Partner Associate Partner Sustainable Energy Areas of Expertise

Sustainable energy is a major growth industry • Access roads & tracks that presents significant opportunities to • Anaerobic Digestion landowners across solar, wind, hydro biomass • Biomass • Compounds and other emerging energies. From surveys to • Easements Wayleaves rights of way compensation, it’s worth having a chat so we • Energy & Battery Storage can advise you as early as possible. • Grid Connection • Hydropower • Option agreements & leases • Site Promotion • Solar PV • Wind Energy Matthew Lloyd MRICS MNAEA Christine Davies MRICS FAAV Rhys Richards MRICS Partner Associate Partner Senior Surveyor Utility Infrastructure Areas of Expertise

Acquiring rights in private land by compulsion can • Assignments & upgrades be demanding: which is why our chartered surveyors • Cables should be your first port of call. No matter where the • Compensation Claims approach has come from – road, river, rail or utility • Compounds, Cabins and Kiosks acquiring authorities – our experts can take the • Crop Loss & Disturbance pressure off and guide you through the mandatory • Ducts process with a focus on protecting your best • Easements and Wayleaves interests. • Licenses & Leases • Pipelines The rights being acquired may be temporary or • Poles & Pylons permanent. They may be for land purchase for • Site promotion new infrastructure, access, maintenance and • Telecom Masts repairs or for easements and wayleaves. Whatever the situation or the scale, if you’re an owner or an occupier, we can help. What our clients say about us

Our first step in expanding our business in the Swansea area has involved working with a number of the partners at Rees Richards & Partners, and their professionalism and attention to detail has been of great assistance in bringing forward one of the largest residential development projects in the City. We very much look forward to continue to work with the team on this and other future projects.

Simon Grey - Managing Director, Llanmoor Development Co Limited

I have found Rees Richards For over 40 years the directors at & Partners to be a trusted Morgan LaRoche have looked to professional partner over many Rees Richards and Partners for years in attending to property expert and pragmatic surveying advice on land related valuations. development and in particular on the complex I find the team to be accessible, area of agricultural estates. We have been knowledgeable and effective in rewarded with commercial advice delivered delivering a quality service. with the utmost professionalism and integrity.

Gwyndaf Williams - Relationship Manager, Kevin Thomas - Director, Morgan La Roche Agriculture (Wales & Borders), Lloyds Bank It is a pleasure working with Matthew, Dylan and their very efficient team to deliver our requirements in property sales, land management and dispute resolution. Rees Richards have proven to be prompt, reliable and very effective in achieving results. I would not hesitate in recommending their services.

Helen Nedahl Wight, Brynamman, Carmarthenshire Rees Richards have undertaken Since opening its branch in 2015 a number of The Swansea has been pleased to valuation reports work closely and effectively with Rees Richards and appraisals to support our and Partners receiving valuation reports promptly organisations needs, this has and gaining authoritative specialist advice when required. included both commercial We are delighted that this relationship can develop as both and residential proposals organisations expand into West Wales. throughout South Wales. We always find the team at Rees Sioned Jones - Area Manager West Wales Region, Richards to very professional, Swansea Building Society knowledgeable and concise in their advice. Gwasanaeth personol o safon drwy gyfrwng y Gymraeg gan gwmni sy’n gwrchod ein buddiannau.

Daniel Lloyd - Land & Technical Manager, Pobl Group Mr Davies, Llandybie, Carmarthenshire Our History

The firm of Rees Richards & Partners originated in 1845 subsequently destroyed by enemy action in 1941, rebuilt as when the Penllergaer Estate owned by Sir John Talbot a fire station after the war and subsequently knocked down Dillwyn Llewelyn (1837-1927) appointed Mr W J Rees to and rebuilt again as a police station. act as his bailiff. This was an appointment which allowed Sir John Llewelyn was made a Baronet in 1890 and was a W J Rees to control and manage the Penllergaer Estate and well respected landowner and squire being MP for Swansea all the other lands owned by the Llewelyn family. for 1895-1900, a founder member and first chairman of Glamorgan Cricket Club and Mayor of Swansea. There was An office was set up, known as The Laurels, at the bottom a close liaison between Sir John and W J Rees and Sir John of Mount Pleasant in Swansea which building was used to stay quite often in an apartment above the office at The Laurels as of course travel in those days was not an easy matter.

The firm of W J Rees & Partners continued to act as bailiffs, i.e. exclusively for the Llewelyn family, following its inauguration up until the post war period when the main professional operation of the firm became claims or war damage in Swansea which was virtually obliterated in 1941. The firm continued to mostly act for the family which owned a large proportion of Swansea but also began acting E R Richards’ son, D E K Richards, having carried out his for other injured parties following the war damage and as a National Service in 1953-1955, was given no opportunity result began to expand its operations away from solely acting other than to become the “office boy” in the firm at as bailiffs. their new office at Druslyn House that was formerly the family’s doctors surgery. This period was quite amusing Edward Rhys Richards became a partner in the firm in as article pupils were the fashion and many of the article 1936 and carried out almost exclusively himself the war pupils were men who had served in the war but needed to damage claims which were extensive and difficult. You start a professional education. may recall that there were three towns in Great Britain which were affected badly by enemy action and those There were four in all, two of whom were Captains in were Coventry, Plymouth and Swansea and these three the army, one was a Sub Left Tenant in the Royal Navy towns were referred to in the War Damage Act and had and finally the smallest one was a Squadron Leader in declaratory areas wherein the local authority could buy the RAF. It was difficult for the partners at that time to out the damaged property in 1947 at 1939 values. This control these men as they were of high spirit and not used was, at the time, considered to be appropriate by central to taking orders, however, it is pleasing to report that Government although of course private landowners were all four of them became very successful professional or severely financially injured. business men and lived a full life. Our Timeline

1845 1939 1948 1955 WJ Rees managing Outbreak of World War II ER Richards became The firm of Bert Palmer agents of the the senior partner, the & Son was merged with Penllergaer Estate on firm name changing the firm to strengthen its behalf of the Llewelyn to WJ Rees Richards Swansea presence. DEK family, estate office & Partners Richards (current Senior in The Laurels at the Partner) and son of ER bottom of Mount Richards started working Pleasant (now Police at the firm. Station).

1936 1941 1952 ER Richards joined the Estate office completely A significant proportion firm as a partner with TG destroyed during the WWII 3 of the Neath Valley Estate Hughes night blitz, the ‘strong room’ was sold to meet death store being the only survivor duty, with over 200 farms of with its fire door ‘white hot’ varying size sold off. for weeks afterwards. 1970 2000 2019 During this decade the National utility contracts Opened office in firm expanded to work were won and the firm Carmarthen to service across South West Wales embarked on a rapid increasing West Wales as contract opportunities rise into land agency client base. arose, later retracting to representing multiple utility consolidate its stronghold in companies which continues Swansea. to this day.

1964 1999 2016 Up to this point the firm Agricultural clients of the Moved estate agency were retained agents to the Gower & surrounding operations to Swansea Penllergaer Estate only, it then areas strengthened by the head office to meet market became a General practice introduction of auctioneer changes and online firm representing the interests Martyn Jenkins to the firm. marketing. of other landowners. Keith Richards Ian Howell MRICS FAAV Matthew Lloyd MRICS MNAEA Partner Partner Partner

Dylan Williams MRICS MNAEA Stuart Phillips Martyn Jenkins FAAV Partner Consultant Consultant Christine Davies MRICS FAAV Rhys Richards MRICS Colin Jenkins Associate Partner Senior Surveyor Senior Surveyor

Rhys James BSc (Hons) Iwan Evans BSc (Hons) Luke Lawrence BSc ANAEA Assistant Surveyor Assistant Surveyor Property Consultant DX: 39568 SWANSEA 1 F: 01792 468 384 E: [email protected] W: reesrichards.co.uk

T: 01792 650 705 T: 01267 612 021