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Sterling Welsh Independent Financial Advisers Ltd

Sterling Welsh Independent Financial Advisers Ltd

5.0(30 reviews)See reviews ↓·Swansea

What customers say

Based on genuine customer reviews

In Mumbles, clients of this independent practice describe mortgage and protection work handled with care from the first enquiry onwards. Dai Rose is named in much of the feedback, with Richard and Nish Amin also singled out for particular mention, and the personal touch they bring is a theme running through the accounts. A theme running through the feedback is how carefully individual circumstances and longer term plans were weighed before any recommendation was made, and how advice was given without pressure or obligation.

Reviews regularly refer to the speed of the process, with a better mortgage secured in days and paperwork completed well ahead of schedule, and several describe life cover, critical illness protection and wills being put in place alongside the borrowing with minimal fuss. Being kept updated throughout, from initial contact to completion, is another consistent strand, including one instance of a call made with an update during a member of staff's holiday. That experience has led numerous clients to pass the firm's details to friends and family, with some saying they will return for further financial matters.

Mortgage brokerHome Insurance AgencyInvestment serviceLife Insurance AgencyProperty Investment

Reviews

Reviews are taken from publicly available sources.

JH
Jacquie Hale20 August 2021

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!

TC
Tania Carrilero14 March 2021

Dai provides personalised service and will ensure he finds a suitable product according to your specific needs.

DR
Dilpa Raval18 November 2020

Excellent financial advisor, taking into account our plans and circumstances. Wouldn’t hesitate to recommend Dai to anyone!

DB
Debbie Bouffler29 October 2020

If you require regulated financial advice, look no further than speaking with Dai Rose. You will not be disappointment with his attention to detail and the professional service provided.

DA
Dara Almeida Medina14 October 2020

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.

AJ
Andrew J Davies2 October 2020

Dai Rose and Nish Amin of Sterling Welsh were very professional & responsive from my first intial enquiry to the completion of my loan. I have already recommended them to friends and family.

LW
Lesley Williams18 September 2020

Excellent service, a friendly and supportive company. Very informative, advice given without any obligation. Nothing was too much trouble, I would highly recommend and will be using them again in the near future

Financial advisers in Swansea compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Swansea are compared.

RankProviderRatingReviewsOpen Sat.
1Sterling Welsh Independent Financial Advisers Ltd (this page)★ 5,030No
2Severn Financial★ 5,028No
3SIP Wealth Management★ 5,022No
4Sterling Rees Wealth Management Ltd★ 5,021No
5Cosgrove Brown Financial Planning Limited - Chartered Financial Planners★ 4,966No
Contact
+441792720510www.sterlingwelsh.co.ukGower House, 28-30 Dunns Ln, Mumbles, Swansea SA3 4AA
Working hours
Monday08:30–18:00
Tuesday08:30–18:00
Wednesday08:30–18:00
Thursday08:30–18:00
Friday08:30–18:00
SaturdayClosed
SundayClosed