Sterling Welsh
Initial consultation free
Independent
Give me a call for a no-obligation chat about your finances. There is NO CHARGE for the initial consultation and I will provide you with a FREE Financial Overview after our first meeting.
Book a call today and I look forward to helping you,
Dai
We can advise you on
Clients
helped
49helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR David Rose CeMAP, DipFA, MPharm
Director & Independent Financial Adviser
What our clients say
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Derek Talbot
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...
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Mark
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...
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Paul
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...
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Nichola Murch,
Brilliant service, Sterling Welsh has helped me and my husband mortgage and re-mortgage our properties.
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Eifion
Dai gives very clear, detailed advice including suggestions for issues that we may not have yet been aware of or considered
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Jacinta
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...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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