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Sterling Rees Wealth Management Ltd

Sterling Rees Wealth Management Ltd

5.0(21 reviews)See reviews ↓·Swansea

What customers say

Based on genuine customer reviews

Swansea-based Sterling Rees Wealth Management Ltd draws consistent praise for making mortgage and remortgage applications straightforward and low-stress. Paul Storer is named repeatedly as extremely helpful, particularly by first-time buyers, and clients note that he guides them through each stage with clear communication from start to finish. The speed of the process comes up often, with remortgages completed without hassle and favourable interest rates secured well ahead of the fixed period. A recurring theme is the tailored advice offered across a range of personal finance products, including guidance that helped customers save money.

Reviewers also value the personal and efficient service, as well as the team's readiness to put in additional effort when circumstances could otherwise prove demanding. Keeping clients informed throughout the whole process is mentioned frequently, as is the ease of the experience for those purchasing a first home. Customers frequently remark on the friendly and approachable manner of Paul and his colleagues, and several describe returning for further mortgage and remortgage work. The quality of the financial advice and the smooth handling of transactions are the aspects most often singled out.

Reviews

Reviews are taken from publicly available sources.

AP
Angela Pridham5 February 2023

Excellent service, as a first time buyer Paul was extremely helpful & great communication throughout. Would highly recommend Sterling Rees Wealth

RR
Ricky Roberts3 February 2023

Great service, great communication and a pleasure to work with.

JD
Jonathan Daniels17 January 2023

We found the experience with Sterling Rees to be straightforward and hassle free. Paul was excellent and we would definitely recommend this company to any first time home buyers.

KB
Katharine Banbury13 January 2023

Excellent, personal service and tailored advice on all aspects of personal finance. Would not hesitate to recommend!

CS
Catherine Smith13 January 2023

Paul Storer carried out my remortgage with no stress. Got everything in place in June ready to fix in November and managed to keep on a really good interest rate. Thanks Paul see you next time

RB
Rachel Bates13 January 2023

Exceptional service, always happy to help, super efficient. I couldn’t recommend them more!

SC
sara couch13 January 2023

Paul has an extremely high understanding of what people need and want, his calmness, confidence and patience shone through when dealing with my complex mortgage all because of his diverse experience and long standing expertise. Paul made me feel very safe and I am happy to say now have a financial adviser for life!

Financial advisers in Swansea compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Swansea are compared.

RankProviderRatingReviewsOpen Sat.
1Sterling Welsh Independent Financial Advisers Ltd★ 5,030No
2Severn Financial★ 5,028No
3SIP Wealth Management★ 5,022No
4Sterling Rees Wealth Management Ltd (this page)★ 5,021No
5Cosgrove Brown Financial Planning Limited - Chartered Financial Planners★ 4,966No
Contact
+441792472463Christina St, Swansea SA1 4EW
Working hours
Monday09:00–16:00
Tuesday09:00–16:00
Wednesday09:00–16:00
Thursday09:00–16:00
Friday09:00–16:00
SaturdayClosed
SundayClosed