My Portfolio

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Transact

Monitor your investments on the Transact platform.

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Novia

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AJ Bell

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Hargreaves Lansdown

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Fidelity Funds Network

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James Hay

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Nucleus

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Quilter Platform

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Aviva

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Aegon

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Parmenion

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Sanlam

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True Potential

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Quilter Financial Planning Client Portal

Monitor your investments on the Quilter Financial Planning Client Portal platform.

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Rathbones

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Cashcalc

Monitor your investments on the Cashcalc platform.

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Quilter Cheviot

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Flagstone

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National Savings & Investments

Monitor your investments on the National Savings & Investments platform.

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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