Testimonials

WHAT THEY SAY

Testimonials

 

 

 

Client based in Neath Port Talbot

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

Client based in Swansea

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.

Client based in Neath Port Talbot

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

Client based in Cardiff

What were the circumstances that caused you to initially look for a financial adviser?
Moving house

How has Ed Price helped you?
Always been there to explain every step of the way

Have you seen the outcome you were hoping for?
Yes in my new home

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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