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Sterling Welsh provides high quality, professional, independent mortgage & investment advice across South Wales. We have advisers based along the South Wales Corridor and cover areas from Newport to Fishguard. Our experienced advisors will visit you at at time and place of your convenience and discuss your individual finacial requirements in detail before providing you with a detailed financial plan.

 

Our head office is based in Swansea but we have advisers across South Wales covering Swansea, Cardiff, Pontypridd and Newport and now Pembrokeshire.

 

We offer a clearly defined service, a transparent fee structure and an effective service proposition. Our core values ensure we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything we do. We operate a transparent charging structure and put our clients' best interests at the heart of the business. We believe that professional financial advice can add significant value to our clients and so we offer a comprehensive service designed to create real value for our clients.

 

Sterling Welsh's four key principles centre around honesty, integrity, reliability and value.

 

•   We will be open, honest and transparent with you at all times and believe that honesty is the best policy.

 

•  We will act with integrity in everything that we do (our reputation depends on it).

 

•   We believe in delivering on our promises to you and ensuring that we do what we say we will do.

 

• We believe that you have every right to expect value for money from us and that's exactly what we constantly strive to deliver.

MEET THE TEAM
David Rose - Director
 

 

 

 

 

 

 

 

David has been a mortgage and protection broker since 2008 and is also the director of the company. He runs a successful property portfolio himself and so has a keen interest in the buy-to-let sector of the market. He is passionate about protection and currently manages a client base with a mortgage book in excess of £10M.

 

Dai follows the Ospreys and has recenty bought a springer spaniel. He can be seen walking her at very unusal times on various Swansea beaches.

 

Les Humphrey - Senior Advisor

 

 

 

 

 

 

 

 

 

Les joined the team in 2010 and is a competent mortgage and protection adviser. Les also advises on equity release mortgages and is currently training to become a fully qualified independent financial adviser.

 

He is based in Machen and has a passion for football. His spare time is filled coaching a local U-16 boys football team and watching Spurs loose.

 

Nish Amin - Advisor

 

 

 

 

 

 

 

 

 

Nish  joined in 2012. He runs a successful estate agency (Real Moves) and is passionate about getting the best deals for his clients  when purchasing houses.

 

Adam McCarthy - IFA
 
 
 
 

 

 

 

Adam is the newest member of the team joining in Jauary 2015. He is a fully qualified Independent Finacial Advisor (IFA) and can provide advice in all areas including pensions, investments and estate planning.

Adam is based in Caerphilly and his clients are typically based in the South Glamorgan Area. He is an avid Liverpool fan and season ticket holder but don't hold this against him!

Les Humphrey- Independent Mortgage Adviser, Caerphilly
Nish Amin - Independent Mortgage Adviser, Cardiff
David Rose | Swansea Mortgage Adviser
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