Sterling Welsh Independent Financial Advisers Ltd
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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!
Dai provides personalised service and will ensure he finds a suitable product according to your specific needs.
Excellent financial advisor, taking into account our plans and circumstances. Wouldn’t hesitate to recommend Dai to anyone!
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.
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.
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.
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Sterling Welsh Independent Financial Advisers Ltd (this page) | ★ 5,0 | 30 | No |
| 2 | Severn Financial | ★ 5,0 | 28 | No |
| 3 | SIP Wealth Management | ★ 5,0 | 22 | No |
| 4 | Sterling Rees Wealth Management Ltd | ★ 5,0 | 21 | No |
| 5 | Cosgrove Brown Financial Planning Limited - Chartered Financial Planners | ★ 4,9 | 66 | No |
