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Peter Rees

Peter Rees of Sterling Asset Management Limited is based in Aberystwyth. Peter has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD9A - Advising on P2P agreements

Previous Employment:
Clifton Wealth Partnership Ltd13/01/2012 to 12/08/2014
National Westminster Bank Plc14/06/2011 to 09/11/2011
Barclays Bank Plc27/09/2010 to 09/05/2011
Aviva Administration Limited20/01/2010 to 13/08/2010
West Bromwich Financial Planning Ltd20/01/2010 to 13/08/2010
West Bromwich Building Society08/02/2002 to 31/12/2009
Aviva Investors UK Fund Services Limited01/12/2001 to 05/12/2003
Aviva Investors Pensions Limited01/12/2001 to 05/12/2003
Norwich Union Direct Financial Services Limited01/12/2001 to 08/03/2002
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.