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  • If you need a mortgage adviser or independent financial adviser in Cardiff or Swansea then we'd love to help YOU
     

  • ​We explain personal finance to you in a way that an eight-year-old can understand it
     

  • We are fully independent and offer mortgages from the whole of the market
     

  • We can help you with:
     

  • Mortgages, Investments, Pensions, Life Insurance, Wills, Trusts, Equity Release
     

  • If you want to book a FREE discovery call to see how we can help, click the button below and one of our advisers will call you today

What Can We Do for You?

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The Financial Advice Process

THE INITIAL MEETING

We meet with you at a time and place of your choice. We offer video conference meetings too if you prefer this. During the meeting, we complete a detailed evaluation of your current financial state and future expectations. We typically talk about:

 

  • Mortgages

  • Debts

  • Insurance

  • Investments

  • Pensions

  • Wills & Estate Planning

What People Say...

Have More Questions?

Below are the latest three articles from our knowledge centre. There are loads more articles in there, just type what you are looking for into the search bar below and we will dig out what we can from the archives.

01792 720510

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Sterling Welsh is an appointed representative of New Leaf Distribution Ltd which is authorised and regulated by the financial conduct authority (FCA). Our FCA number is 680894.

Registered in England - Company number: 09455341

This website is aimed at UK Residents

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