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Your questions are welcome
Give us a call or drop us a message
The easiest way to contact us is to call us on 01792 472 463 or email us at help@srwealth.com.
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
SUNDERLAND
SR43 4JR
Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626
You can find more information by visiting the Quilter Financial Planning website: Quilter Financial Planning
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service(www.financial-ombudsman.org.uk)
Approver 13/09/2023
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.
