WHAT THEY SAY
Testimonials
What were the circumstances that caused you to initially look for a financial adviser?
Needed to remortgage at a difficult time with price increases. I had previsouly used Ed to buy the property and he helped me once again through the whole process.
How has Ed Price helped you?
Helped me remortgage the property
Have you seen the outcome you were hoping for?
Yes, although the interest rate has increased due to the recent market turmoil its still managable
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for an adviser?
I required insurance to protect the family in the event of death for my wife and I. I also required private medical insurance as i was playing rugby and wanted to ensure I had the best medical attention if needed.
How has Ed Price helped you?
After speaking to Ed he discussed my needs and recommended suitable products which covered all my requirements.
Have you seen the outcome you were hoping for?
Yes, the cover was what I needed. I have used the medical insurance for an injury I sustained in rugby so really helped reduce waiting times if I went through NHS.
What could they have done better?
Nothing , service was great- explained everything clearly.
What were the circumstances that caused you to initially look for a financial adviser?
Previosuly used Ed for some help in the past and required some ISA planning
How has Ed Price helped you?
Ensured that I invest money wisely an in a tax effecient environment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
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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.