Sterling Welsh

Independent Financial Adviser 159 Glanmor Road, Sketty, Swansea, Swansea, SA2 0RN
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
13th May 2019
Your initial consultation won't cost you a penny so why not give us a call now...
We can advise you on
  • Bad credit
  • Buy to let
  • Commercial for individuals
  • Equity release
  • First time buyers
  • Flexible
  • High loan to value
  • Home reversion
  • Mortgage protection
  • Overseas
  • Remortgage
  • Residential
  • Right to buy
  • Self build
  • Self employed
Meet our advisers
David Rose CeMAP, DipFA, MPharm
Director & Independent Financial Adviser
Accreditations
Certified Financial Planner
Nish Amin CeMAP, CeRER
Mortgage & Equity Release Adviser
Daniel Stefanowicz
Mortgage & Protection Adviser
Richard Baron
Mortgage Adviser
Les Humphrey CEMAP, CEFA, CeRER
Mortgage & Equity Release Adviser
Accreditations
Certified Financial Planner
What our clients say
Excellent company. Very efficient. Would highly recommend
Laura Biscoe, Swansea
Very friendly professional service, very responsive, helpful and trusted company I couldn't ask for better thanks again sterling Welsh
Nicky Margetson, Neath
We have recently expanded our family and moved into a new home but suddenly realised that we had no financial protection covering us in the event of any unforeseen circumstances. This presented us with a dilemma. We quickly established that if anything prevented me from working such as an illness or accident then we would become incapable of maintaining our mortgage payments and usual important outgoing a and therefore we needed to speak to a planner that we were able to trust.
Simon, Cardiff
My husband left the family home and had to get a mortgage. I found it to upsetting contacting companies and having to explain my situation to each and every person. Adam showed me I could afford to do it on my own and took all the stress and worry out of the situation. He also spoke to me about insurance for my children and myself and helped me do my will.
Claire, Caerphilly
Adam helped us set up income protection, life insurance, & our Wills. He came to speak to us about our individual needs & circumstances. After researching what was the best option for us he then came back to present us with his findings & helped us to make a decision best suited to our family.
Bethan, Cardiff
Life insurance that was suitable for me not what my bank offered. He got me insurance suitable for my needs. He listened to my needs and gave me options that I hasn't thought of
Martin, Caerphilly
I had recently inherited a sum of money and I was not satisfied with the returns on my existing investments through a different financial advisor. He pointed out why I was not getting the returns I should be getting from my previous investments and convinced me that I was likely to do better with the investments he suggested. He was clear, polite and friendly.
Richard, Powys
I changed from employed to self employed so needed to review all my insurance policies & then I bought a new home so needed a mortgage. He reviewed all of my circumstances & looked for the best insurance policies to fit my needs. He also got me a mortgage sorted without me having to do the leg work which was great for me as being self employed doesn't leave much time for things like that.
Kate, Cardiff
Adam understood my needs and goals perfectly and explained everything perfectly.wills for myself and my husband and financial advice. WE WERE MORE THAN HAPPY MY HUSBAND AND I AND FEEL THAT ALL HIS RECOMM.ATIONS WERE SUCESSFUL.
M Parish, Caerphilly
David understands your issues and advises what is best suited. He is professional and goes out of way to support all customer needs. I have alreay recommended David to many friends who are delighted with his work.
Amol, Pontarddulais
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.
Nicky, Neath
David helped us buy our first home. He also arranged all of our insurances including the buildings and contents. He was knowledgeable and professional throughout the process and I wouldn't hesitate to use him again.
S King, Port Talbot
Getting a mortgage was complete maze and headach to me. I didn't have a clue and felt very relieved that David was on hand to clearly lay out all my options, advise on the pros and cons of all of them and steer me towards my ultimate goal of getting a mortgage that would suit me now, and in the long term. I was really pleased with how David managed this, I felt confident in the advice I was getting, as well as the service overall. Would certainly recommend - and will be seeking David's service's when it comes to remortgaging.
Hannah, Cardiff
David was very punctual, knowledgeable and provided a reliable service. I wouldn't hesitate to use his services again or recommend him to family and friends.
P Fraser, Bryncoch
Fantastic service, with sound financial advice. From our first discussion, Dai quickly found a workable solution that fallowed us to finally move whilst also retaining our previous property as a rental. Quite simply, we're it not for Dai's help and advice, we would not now be living in our lovely new house! The service has been quick, efficient and professional- would recommend.
J Davies, Carmarthenshire
David was very knowledgable, efficient and courteous. He fulfilled my expectations very well.
Elise, Neath
David was extremely knowledgeable and professional. He worked tirelessly to ensure our re-mortgage went smoothly with the lender and kept us informed at every stage of the process. I found the website and secure portal easy to use and it was effortless to send all the documentation required electronically. Look forward to getting further advice from David in due course.
Lee, Miskin
David helped by picking out some insurers and what they could offer and got to know me and my lifestyle and make a judgement on that to go forward with the insurance. David did more than I would have hoped for,got an insurance that will help change my life and I wouldn't have looked at it twice if David hadn't talked it through with me.
Chris Barnacal, Swansea
I feel they are very professional company. I had my pension done by them and Adam McCarthy which was one of the representatives, was very professional and clear on his information! I would highly recommend them if you are looking for a pension or a mortgage.
S Evans, Caerphilly
We have recently dealt with Sterling Welsh to help us with our mortgage & finances, we would definitely recommend them! They done everything for us and we got the best of everything which meant we didn't have to worry about a thing. Thank you Dai & Les for all your help. We would have been lost without you!
Ffion Stephens, Swansea
Dai is a rare IFA as he does it as he enjoys doing it. No pressure from him to pick any provider, and Dai is excellent at scanning the whole marketplace for products, and is very creative in designing a solution that meets all needs.
Sean, Swansea
David understands your issues and advises what is best suited. He is professional and goes out of way to support all customer needs. I have alreay recommended David to many friends who are delighted with his work.
Amol Parganokar, Hertfordshire
Dai, we can't thank you enough for everything you have done.
S Davies, Swansea
Where to find us

159 Glanmor Road, Sketty, Swansea, Swansea, SA2 0RN

Make an enquiry
About us

Sterling Welsh has provided mortgage and financial advice to people in the South Wales area for the past 10 years.

Our friendly advisers provide a comprehensive service and will come and visit you at your home or workplace at a time that suits you. We can arrange appointments until 8pm on weekdays and will also see you on Saturdays so that you don't have to have time off work.

We offer advice across various types of UK mortgages, from Buy-To-Let to First Time Buyer. Whether you’re uncertain about the options available to you, or you know exactly the type of product you are looking for and just want the best rates, why not challenge us to find the best option for your circumstances?

We also can advise you on setting up a pension, investing for your children and providing for your family should the worst happen. If you need a Will or advice regarding your estate, then we've got that covered too.

Why not give us a call and let us see if we can help you out. Click the link below to arrange an appointment TODAY.

We look forward to speaking with you.....

Our services

We are great at making what seems like complex financial stuff easy to understand. Whether you’re a first-time buyer, re-mortgaging your current property or investing in buy-to-let we will be able to help.

We take all your circumstances into account, and because we can source mortgages from the whole of the market we are confident we can find the most cost-effective deal for you.

But mortgages aren’t all we offer – we also specialise in pensions and investment advice, and can even write your Will too.

Most of our business comes from recommendations as we always keep our clients happy.

Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum mortgage value
£0
Compliance

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE.
We offer three options for the payment of our services, these are: 1) Paying by commission (through product charges) or Procuration fee (from a lender). 2) Paying by Fee. Our typical fee is £195. 3) Paying with a combination of a Fee and Commission (through product charges). We will discuss and agree with you the most suitable option given to your personal circumstances before we undertake any chargable work.

Sterling Welsh is a trading style of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority. Number 460421.

Head Office First Floor Princess Caroline House 1 High Street Southend on Sea Essex SS1 1JE. Co registration Number 5520001.

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