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WHAT THEY SAY
Testimonials
What were the circumstances that caused you to initially look for an adviser?
I was a bit unsure of my existing plans and needed to speak to someone regarding them.
How has Ed Price helped you?
He helped gather all the relevant information on my plans and then held a full review and made some changes where required.
Have you seen the outcome you were hoping for?
Yes, I now know exactly what I have in place and what to expect.
What could they have done better?
Nothing, I found it a really helpful exercise.
What were the circumstances that caused you to initially look for an 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.
