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
Mortgages
Pensions
Our plan for you
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