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. We provide impartial, unbiased and objective financial advice covering the whole financial services marketplace.
This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, mortgage or insurance recommendations that we present for consideration are most appropriate to their individual needs.
Sweetland Associates Ltd was founded in 1999 by Paul Sweetland and the business has evolved primarily through client recommendations and introducers from the commercial insurance, accountancy and legal firms of local companies.
Paul is a member of the PFS and holds CII Dip Financial Planning. Our core activities are giving advice on pensions both Company and personal and arranging and managing investment portfolios.
Paul is supported by his administrative staff: Louise Cook, Deborah Robinson and Gill Sweetland.
If you require more information in Newport, Cardiff and South Wales then please call us on 01633 246246 or use our contact form.
1. Statement of Professional Standing
Financial advisors must be approved by the FCA before giving financial advice. You can check that Paul is approved by the FCA to give advice by visiting www.fca.org.uk/register and searching his FCA individual reference number WPS00002.
2. The Personal Finance Society Certificate
View or download a copy of Paul’s certificate from the Personal Finance Society showing his entitlement to use the designatory letters DipPFS. The Personal Finance Society is a member of the Chartered Insurance Institute Group.
3. All Aspects of Financial Management Advice
Sweetland Associates Ltd offer financial advice for Pensions, Investments, Wealth management, Protection, Mortgages, Corporate Financial Planning, Business Protection. Please contact us with your requirements.
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