About Sterling Welsh

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
If you’d rather visit the dentist than sort your personal finances then you might want to give me a call. I will help you understand your personal finances and explain things in a way that an 8-year-old can understand.There are no Rolex watches or pin-striped suits here and nobody in the office is called Tarquin either! I just offer sound financial advice in a lovely setting right in the centre of Mumbles.I can meet you here in the office or at your home. You get to chose. I also offer video conference facilities so you can speak to me in your pyjamas if you like!After the initial meeting (which is FREE of charge) I will provide you with a full overview of your personal finances (worth £500) with my COMPLIMENTS. If you decide that you like me and want to work with me I will provide you with a full schedule of charges before any chargeable work is done on your behalf.So it’s really that simple, just book a call and I look forward to speaking with you soon. ? If you have any questions, then just give me a shout.Dai Rose
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Sharia finance

  • Mortgages:
  • Bad credit
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Right to buy
  • High loan to value
  • Commercial for individuals
  • Overseas
  • Self employed
  • Self build
  • Flexible

  • Find the best price for your project, click on a trade to get started