Corporate Financial Planning Advice

Sweetland Associates Ltd ProtectionWe Provide Business owners with corporate financial planning advice in addition to looking after their own financial affairs.

We work in conjunction with other professional advisers that assist our clients businesses, including accountants and Solicitors in Newport, Cardiff and South Wales.

We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

Please contact us for advice on Business Protection including, Keyman Assurance and Shareholder Protection, Loan Protection and Death in Service schemes. We can help you to set up arrangements to protect yourself, your key people, your employees and your business.

We also have links to commercial insurance brokers, accountants and solicitors to offer you and your business a complete package of business services.

The demand on an employer’s time and the cost implications of meeting the new requirements will need careful planning. The auto-enrollment requirements i.e. ensuring each member of staff joins or opts-out of the scheme will be onerous.

The rules are complicated and in addition if you fail to comply with these rules it can be deemed to be a criminal offence. Here at Sweetland Associates we can discuss the options available and tailor a scheme to meet your individual requirements. Even if you already have a scheme in place a review will establish whether it is fit for purpose and meets the new regulatory requirements.

If you require more information in Newport, Cardiff and South Wales then please call us on 01633 246246 or use our contact form.

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