Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, as financial advisers we’re here to help and guide you with jargon-free advice both now and in the future.
Cash and deposit savings accounts on their own, are not likely to be enough to secure your financial future.
Putting away money for emergencies for the bigger more exciting things in life like a deposit on a home, or a special family holiday.
Right now, retirement might seem a very long way off, but it’s never too early to think about your pension.
Employees may have missed out on valuable pension benefits because they didn’t join their company’s pension scheme.
We all living longer, which means that those reaching 65 today might easily expect to spend around 20 years in retirement.
With property prices having risen over the last few years, you don’t have to be hugely wealthy to be affected by Inheritance Tax (IHT).
There are policies available that provide life insurance and protect us in the event of a critical illness or had an accident.
As someone who runs their own business, the protecting of your business and planning for the future will be nothing new to you.
There’s a lot to think about when you take out a mortgage, it’s usually the biggest financial commitment you will take on.
More people are using equity release to pay down debts, boost their income or help to enjoy a comfortable retirement.
“Paul has helped me to organise my pension and investment arrangements for a number of years. Due to my rugby career and other work commitments, Paul has been invaluable in providing me with sound professional advice. We meet regularly to discuss my financial planning arrangements and he is always available should I need any financial advice.”
Sam Warburton, Ex Cardiff Blues & Wales
“We have been working with Sweetland Associates Ltd since 2003 and have been more than happy with the professionalism and quality of service that they have with our clients. They have recently been helping a number of our clients review and update their business protection arrangements including Keyman Assurance, Shareholder Protection and group death in service schemes. In addition a number of our clients are being helped to plan for the new compulsory pension schemes to be introduced later this year.”
Johnathan, Rhodes Walter Hunter & Co Newport
The information contained within this site is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Company Registration Number: 4689304
Country of Registration: England & Wales. Trading office address: Cathedral Chambers 107 Stow Hill Newport South Wales NP20 4ED. Registered office address: 107 Stow Hill, Newport, South Wales NP20 4ED
Telephone Number: 01633 246246 Email address: firstname.lastname@example.org Sweetland Associates Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk) under reference 744333.
Further information about the Financial Ombudsman Service (FOS) is available from their website www.financial-ombudsman.org.uk