Sterling Welsh Independent Financial Advisers Ltd
28-30 Dunns Lane, Mumbles, Swansea SA3 4AA, United Kingdom
About the Business
Welcome to Sterling Welsh Independent Financial Advisers Ltd, a trusted name in the financial and insurance industry in Swansea, United Kingdom. Our establishment is conveniently located at Gower House, 28-30 Dunns Ln, Mumbles, and is easily accessible to clients from all parts of the city.
We are a team of seasoned finance and insurance professionals who are dedicated to providing you with personalized advice and solutions to help you achieve your financial goals. Our services range from investment planning, retirement planning, wealth management, and estate planning, to various forms of insurance, including life insurance, critical illness cover, and income protection.
At Sterling Welsh Independent Financial Advisers Ltd, we understand that each client has unique needs and goals. Therefore, we take the time to understand your individual circumstances, objectives, risk tolerance, and investment horizon. We then tailor our advice and solutions to your specific needs, ensuring that you are fully informed and comfortable with your investment decisions.
Our commitment to transparency and professionalism is reflected in our status as an independent financial adviser, which means that we are not tied to any financial institution, and are free to recommend products from the whole market that are most suited to your needs.
As a point of interest, we have a track record of helping our clients achieve their financial goals, and we pride ourselves on our long-term client relationships built on trust, integrity, and exceptional service. So, whether you are planning for retirement, investing for the future, or seeking to protect your loved ones, Sterling Welsh Independent Financial Advisers Ltd is here to help.
Contact us today to arrange a consultation with one of our expert advisers and take the first step towards securing your financial future.
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Contacts
Gower House, 28-30 Dunns Ln, Mumbles, Swansea SA3 4AA, United Kingdom
Hours open
Monday:
08:30 - 18:00
Tuesday:
08:30 - 18:00
Wednesday:
08:30 - 18:00
Thursday:
08:30 - 18:00
Friday:
08:30 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Asking Dai to help us sort our finances was the best thing we have done in ages! His down to earth, patient advice and explanations means that we understand where we are, where we are going and how we can get there. Dai absolutely knows his stuff and is a top guy to boot! He has helped us with our pensions, investments and we know when our kids come to buy houses we will be asking him to help organise the finances for that too. Thank you Dai!"
"I will highly recommend them. I had 2 months to review my mortgage and make relevant changes. I contacted them via a friend and they were very responsive and adaptive to our working hours. Found a better mortgage plan in days and everything was sorted a month in advance saving us money that very last month! I am very happy with the service and their professionalism and expertise. I will definetely keep using their service in future."
"Sterling Welsh provided us with a service which was of the highest standard. Every single question that we had was answered and explained in a way that cemented our certainty that remortgaging through sterling welsh was the right thing for our family. The relevant guidance and support was given through each step of the process which then turned, what can be, a potentially difficult process into an easy one. The number of representatives that we worked with were outstanding, friendly and down to earth professionals which almost made remortgaging an enjoyable process. I would recommend their services to all of my friends and family members. Sterling Welsh are the team of professionals that you can trust."
"Both Dai and Richard at Sterling Welsh we’re absolute superstars. They gave a personal experience from my initial call with Dai all the way through with dealing with the detail. Richard even called me for an update whilst he was on holiday with his family skiing! I can’t recommend these guys enough they will be doing all of my personal financing “stuff” moving forward. Thank you!!"
"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."
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