Approach and how we work with our clients

  1. 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.
  2. Needs and Objectives – We will analyse your needs and objectives inĀ  depth to ensure that your financial lifestyle and if applicable, your business plans are on track to meet your goals.
  3. Analysis and Research – We will undertake thorough independent analysis and research to tailor an individual solution to meet your needs and financial goals.
  4. Presenting a Financial Plan and Recommendations – We will present you with a comprehensive financial report to be discussed and refined as required and forms the building block of our discussions and recommendations.
  5. Implementation – We will discuss the appropriate ongoing plan with you, designed to ensure the successful delivery of your financial goals and objectives.
  6. Forward planned regular reviews – We will diarise reviews in advance (normally annually) to ensure the financial planning we have put in place is refined and keeps pace with any change in your personal or financial circumstances.

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Sweetland Associates Ltd
Personal & Corporate Independent Financial Advisers
107 Stow Hill
Newport
NP20 4ED
01633 246246 / 07711 036958

info@sweetlandassociates.co.uk

Site (c) Sweetland Associates Ltd

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: enquiries@sweetlandassociates.co.uk 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