When was the last time you reviewed your PENSIONS, INVESTMENTS and LIFE ASSURANCE arrangements? Get expert impartial financial advice from a regulated authorised INDEPENDENT FINANCIAL ADVISER. Whether you wish to review your current pension or investment arrangements, or maybe you are looking to arrange life assurance, critical illness cover, health insurance or to protect your income for you and your family, then we can help.
The information contained within this site is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Country of Registration: England & Wales. Trading office address: Cathedral Chambers 107 Stow Hill Newport South Wales NP20 4ED.
The information contained within this site is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Country of Registration: England & Wales. Trading office address: Cathedral Chambers 107 Stow Hill Newport South Wales NP20 4ED.
Services
Sweetland Associates Ltd is a firm of independent financial advisers based in South Wales covering Newport, Cardiff and South Wales, specialising in the management of pensions and investment portfolios. We provide financial advice to both individuals and companies on all aspects of financial planning.
Initial Meeting and Review - We undertake a comprehensive financial review of your (or your business) circumstances and financial objectives taking account of any existing arrangements. Needs and Objectives - We will analyse your needs and objectives in depth to ensure that your financial lifestyle and if applicable, your business plans are on track to meet your goals.
Paul started the Company in 1999 and is the director/independent financial adviser of the Company. He has been involved in financial services for over 32 years and has a wealth of experience advising both individual and corporate clients. Paul has previously worked for Pearl Assurance, Eagle Star and Principality IFA.
From the outset Sweetland Associates Ltd arranges a preliminary meeting for the purpose of establishing whether we are able to assist your needs and objectives. After the initial consultation, we will agree with you whether we are paid by a fee payable directly by you e.g. For arranging life assurance or financial protection products, commission is paid by the product provider (life assurance company).
We will use your name, email address and contact number ('personal information') to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our adviser and support staff. The information contained within this site is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Reviews (2)
Tony Watts
Nov 24, 2019
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Mr Paul Sweetland and his team are professional and knowledgeable. We found Mr Sweetland extremely helpful and informative. He took time to understand our Company requirements. He then provided a range of solutions for our needs relating to Pensions and Life Assurance, which we have acted upon. He is always available to answer questions. His team are first class. If they say they will do something by a certain time they deliver. I have no hesitation at all in recommending Mr Sweetland and his team.
Jonathan Rhodes
Jul 22, 2019
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