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WELCOME TO Sterling Rees Wealth Management Limited
Financial Advice firm located Swansea, Wales
Our approach is to provide a bespoke service to all of our clients in a clear and cost effective way.
We are part of Quilter financial planning network, a national company, therefore we are able to service clients throughout the UK. With our highly experienced mortgage advice, our firm can provide you with a personal and professional service, either remotely or in our established office located in Swansea, Wales.
Call us today on 01792 472 463 or email us at help@srwealth.com and we'll be pleased to help you.
ABOUT
Who we are and what we do
Wherever you may find yourself in the financial planning life cycle, our firm will always be on hand to create and plan the right solutions to meet your needs. Whether this is help with purchasing your home, deciding how best retire or anything in between, Sterling Rees can help.
Financial Services
We offer a full range of financial services and have highlighted three of our most popular below.
Savings & Investments
Saving is a stage on the way to investing. Investing is what you can do with the savings you have created...
view more Mortgages
Mortgages are loans which are intended to help buyers purchase residential property...
view more Pensions
When you retire you still need food and shelter as an absolute minimum, but of course you will ...
view more
Our plan for you
1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
your next product
Ask us about the Mortgage Rates Available
Don't miss this opportunity!
Where we are
The Counting House, 2 Christina Street, Swansea, Wales, SA1 4EW
Sterling Rees Wealth Management Limited is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Sterling Rees Wealth Management Limited is registered in England and Wales. Registration Number 11995174. Registered Address: The Counting House, 2 Christina Street, Swansea, Wales, SA1 4EW.
Quilter Financial Services Limited and Quilter Mortgage Planning Limited is entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718.
The guidance and /or information contained within this website is subject to UK regulatory regime and is therefore targeted at clients based in the UK.
Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Limited 13/09/2023
