OEICs

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

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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