Sterling Welsh

Brilliant service, Sterling Welsh has helped me and my husband mortgage and re-mortgage our properties.

David Rose of Sterling Welsh arranged my mortgage for me. From the moment I made the offer on our new home he was absolutely excellent. Throughout the whole process I felt I had a very powerful advocate who was totally committed to making this happen. I am self-employed, which isn't the easiest of circumstances for mortgage application! However David made the process seamless and painless. He was incredibly knowledgeable and always extremely efficient. I have spoken to others who had to chase their mortgage advisors etc, and I have to say that David was super efficient in EVERY aspect of the journey. He was totally professional and yet friendly as well. He made himself available at unsociable hours, with very good grace. His fees were more than reasonable and I cannot recommend him too highly. I know of so many friends who have benefited from his unparalleled services and suggest that you speak to him immediately about all your financial needs. Having secured an excellent deal on our mortgage I will be asking David Rose to attend to all the major financial decisions in our future. As I said I cannot recommend him highly enough!

Dai gave me friendly advice and was never pushy with any of the products he said would be useful to me. He puts me first and I completely trust everything he says. He’s really approachable and I’d highly recommend him! I can’t think of anything Dai could have done more. He went above and beyond my expectations

Dai gives very clear, detailed advice including suggestions for issues that we may not have yet been aware of or considered

I was unhappy with my current IFA. David helped me to release equity in my property, arranged a new mortgage and advised me on my pension plan. The outcome in all services was better than I hoped for and my pension pot has given me a higher return in 6 months than I received in the previous 3 year period. David was extremely attentive to my needs and I cannot praise him highly enough.

I wished to have an up to date specialist look at my pension, to aid my retirement planning for the future. He offered a full pension review which eventually lead to transferring my pension to a different provider. He provided projections for my pension and my income post retirement. Yes, my pension has been transferred and will be monitored by David, monthly, over the next few years. His work was very good, his advice was well considered and informative. He had a broad depth of knowledge and offered great insight into my financial planning, not only concerning my pension but as a whole.

Easy, quick and exceptional service - Sterling Welsh are the people to go to when you want straight forward advice and help. Fastest mortgage approval I've ever had.

I was looking to protect and provide for my family if something should happen to me David Rose was amazing. He talked me through all the options with great patience and excellent knowledge giving me the information I needed to make an informed decision He couldn’t have done anything better. I’ve used several financial advisors in the past and the service David provided was far superior.

Great advice and fantastic service. Dai and the team at Sterling Welsh couldn't have been more helpful. They have made what could have been a very stressful time for me much easier, sorting mortgage, life insurance, critical illness cover, Will etc quickly and easily with no fuss, while ensuring that each product fully meets my needs.

I don't usually rate. But Sterling Welsh are special. Six weeks ago I had no idea that I could buy a house, have insurances, find a Solicitor who works With me not just files my accounts etc, etc. But a House? No chance. I met Dai - 4 weeks ago, and since that time he and his team have totally turned my life around. I really can't believe how much these guys have changed my life. 4 years ago, I lay dying for 6 months in hospital from multiple organ failure, sepsis, double pneumonia, etc, and then they discharged me to no home. so I spent a year living on the streets homeless. Since then I've fought hard to take on every challenge step by step, but no way could I, me, l own a house. Now look at me, With Rich Baron's amazing help, and patience, and advice, and care, now, come the 1st July I am moving into this gorgeously totally redeveloped house in canton. Thank you very very much.

Dai and his colleagues give very good advice and are very approachable and efficient.

What were the circumstances that caused you to look for a financial adviser? Financial planning required in particular pensions and tax mitigation. How did Dai Rose help you? Dai has helped by reviewing my investment strategy and pension situation. We know have a clear pathway set out on a use friendly online dashboard which allows me to monitor these investments and continues growth from home. Have you seen the outcome you were hoping for? Yes

What were the circumstances that caused you to look for a financial adviser? I needed protection and wanted to use somebody that i can trust How did Dai Rose help you? He's great and thorouhly made me feel at easy, he answered all my questions and undertsood us and what what best Have you seen the outcome you were hoping for? Yes fully protected What could they have done better? Nothing everything was great

What were the circumstances that caused you to look for a financial adviser? My wife and I had sold our business and premises and moved to a new home. We required expert advice on future planning and private insurance. How did Dai Rose help you? Dai was extremely patient, did not push us in any specific direction but gave us his professional advice and honest opinion on what we should be looking towards for our future financial assignations - and after this we felt comfortable in his honesty and ability to handle our investments. Have you seen the outcome you were hoping for? Not as yet - but we are confident it will materialise. What could they have done better? As new investors we appreciate honest and skill in this sphere and we think that we have captured this with DAI.

What were the circumstances that caused you to look for a financial adviser? I became an age where I needed to sort things financially and I was recommended to talk to Dai How did Dai Rose help you? He gave me friendly advice and was never pushy with any of the products he said would be useful to me. He puts me first and I completely trust everything he says. He’s really approachable and I’d highly recommend him! Have you seen the outcome you were hoping for? Yes What could they have done better? I can’t think of anything Dai could have done. He went above and beyond my expectations

What were the circumstances that caused you to look for a financial adviser? Needed advice on becoming tax efficient in investments How did Dai Rose help you? Dai helped advise what was the best way to be tax efficient with pension contributions Have you seen the outcome you were hoping for? yes What could they have done better? nothing Dai's reply Thanks James. Happy to help and look forward to using you in the future. Dai