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Transact
Monitor your investments on the Transact platform.
Novia
Monitor your investments on the Novia platform.
AJ Bell
Monitor your investments on the AJ Bell platform.
Hargreaves Lansdown
Monitor your investments on the Hargreaves Lansdown platform.
Fidelity Funds Network
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James Hay
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Nucleus
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Quilter Platform
Monitor your investments on the Quilter platform.
Aviva
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Aegon
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Parmenion
Monitor your investments on the Parmenion platform.
Sanlam
Monitor your investments on the Sanlam platform.
True Potential
Monitor your investments on the True Potential platform.
Quilter Financial Planning Client Portal
Monitor your investments on the Quilter Financial Planning Client Portal platform.
Rathbones
Monitor your investments on the Rathbones platform.
Cashcalc
Monitor your investments on the Cashcalc platform.
Quilter Cheviot
Monitor your investments on the Quilter Cheviot platform.
Flagstone
Monitor your investments on the Flagstone platform.
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.
