SterlingWelshLogoWhite HiRes.png

01792 720 510

Book a FREE Call
  • Knowledge Bank

  • Services

  • The Team

  • FAQs

  • Contact Us

  • More

    Use tab to navigate through the menu items.

    Independent Financial Advisers in Cardiff & Swansea

    • All Posts
    • General Financial Information
    • Mortgages
    • Protection
    • Investments
    • Wills & Estate Planning
    • Pensions
    • Equity Release
    • Savings
    • ISA
    • First Time Buyers
    • Retirement
    • Tax
    • Inheritance Tax
    • Life Insurance
    • Income Protection
    • Critical Illness
    • Lifetime Mortgages
    Search
    Reduce your Inheritance Tax bill
    Nish Amin
    • Apr 22, 2021
    • 4 min

    Reduce your Inheritance Tax bill

    6 views0 comments
    ISA deadline 5 April 2021: use it or lose it
    Nish Amin
    • Mar 7, 2021
    • 3 min

    ISA deadline 5 April 2021: use it or lose it

    17 views0 comments
    Don’t miss the ISA deadline
    Nish Amin
    • Jan 29, 2021
    • 3 min

    Don’t miss the ISA deadline

    6 views0 comments
    New Year, new start to your finances
    Nish Amin
    • Jan 15, 2021
    • 5 min

    New Year, new start to your finances

    6 views0 comments
    Festive financial gifts
    Nish Amin
    • Nov 20, 2020
    • 4 min

    Festive financial gifts

    10 views0 comments
    ISA - Millennials look to build long-term wealth
    Nish Amin
    • Oct 1, 2020
    • 3 min

    ISA - Millennials look to build long-term wealth

    16 views0 comments
    Navigating the financial impact of COVID-19
    Nish Amin
    • Sep 17, 2020
    • 2 min

    Navigating the financial impact of COVID-19

    14 views0 comments
    Financial Planning - Building a strategy that meets your financial needs
    Nish Amin
    • Aug 15, 2020
    • 3 min

    Financial Planning - Building a strategy that meets your financial needs

    5 views0 comments
    Retirement - Mind the knowledge gap
    Nish Amin
    • Jul 18, 2020
    • 2 min

    Retirement - Mind the knowledge gap

    23 views0 comments
    Family finances
    Nish Amin
    • Jul 3, 2020
    • 3 min

    Family finances

    14 views0 comments
    Coronavirus investment scams
    Nish Amin
    • May 21, 2020
    • 2 min

    Coronavirus investment scams

    5 views0 comments
    Discover a clearer financial future
    Nish Amin
    • Apr 17, 2020
    • 3 min

    Discover a clearer financial future

    20 views0 comments
    Investment Portfolio Diversification
    Nish Amin
    • Apr 12, 2020
    • 3 min

    Investment Portfolio Diversification

    35 views0 comments
    Top 4 tips for good tax planning
    Nish Amin
    • Mar 15, 2020
    • 4 min

    Top 4 tips for good tax planning

    14 views0 comments
    2019/20 ISA allowance – use it or lose it
    Nish Amin
    • Mar 6, 2020
    • 2 min

    2019/20 ISA allowance – use it or lose it

    23 views0 comments
    ISA returns of the year
    Nish Amin
    • Feb 14, 2020
    • 3 min

    ISA returns of the year

    5 views0 comments
    Wealth uplift - Is financial advice worth having?
    Nish Amin
    • Jan 24, 2020
    • 2 min

    Wealth uplift - Is financial advice worth having?

    4 views0 comments
    Financial resolutions
    Nish Amin
    • Jan 12, 2020
    • 5 min

    Financial resolutions

    4 views0 comments
    Lost pensions
    Nish Amin
    • Oct 25, 2019
    • 3 min

    Lost pensions

    5 views0 comments
    Pension Freedom - Taxing times ahead
    Nish Amin
    • Oct 18, 2019
    • 4 min

    Pension Freedom - Taxing times ahead

    7 views0 comments
    1
    2

    01792 720510

    • LinkedIn
    • Facebook
    • Twitter
    • YouTube

    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

    ​

    Privacy Statement

    Copyright, Sterling Welsh Ltd.

    ​

    ​