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Independent Financial Advisers in Cardiff & Swansea

We are an award-winning team of independent financial advisers in Cardiff and Swansea - we have helped hundreds of people achieve their financial aims over the past 12-years

We explain personal finance in simple terms.

In fact it should be so simple that an 8-year-old will be able to understand

Why Should You Use Us?

LATEST Knowledge Base ARTICLES

The Financial Advice Process

Initial Meeting

We meet with you at a place and time of your choice. We discuss in detail your financial aspirations so that we can provide you with the best possible advice

Research

After the initial meeting we go and research the products discussed. We use the very best software and analysis tools, which means that we have access to all the best products at the best prices

Present Solution

We come back and present the best solution for you based on our analysis of the market. Our advisers are highly skilled and will be able to explain YOUR solution in a manner that is easy to understand

Implement

Once you are happy with our recommendation we do ALL OF THE HARD WORK for you, so you can sit just back and relax. We will provide you with regular updates via email, text messages and phone calls so that you always know what is going on.

Dai helped us buy our first home. It was a stressful situation for us being first time buyers but he held our hand through a difficult process and we were really pleased with the service offered. I have already recommended his services to my brother and a number of close friends.

01792 720510

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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Copyright, Sterling Welsh Ltd.

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