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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, 
    we want it to be so simple
    that an 8-year old
    could understand it.

What Can We Do for You?

The Financial Advice Process...

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What is the 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

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.

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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