Given the pace of change in today’s marketplace, there are now more investment opportunities than ever before.

Sweetland Associates Ltd - InvestmentsSweetland Associates Ltd are an independent financial advice company offering impartial financial planning advice tailored to meet your requirements. We are based in Newport but cover all areas of South Wales.

Wealth Management Service

How do you manage your savings & investment funds, given that there are more investment opportunities than ever before. With so many choices where do you begin to ensure your capital is invested in the right place to suit your needs. At Sweetland Associates we manage a large number of investment portfolios on behalf of our clients.

Our wealth management service allows us to manage your entire portfolio of investments from one online account.

You may have a pension, an ISA, units trusts, stocks and shares, investments bonds all held in multiple holdings with different funds.

A wealth management service allows us to view all these investments in one place and enables us and you the ability to manage them simply and effectively as one overall plan to meet your financial goals and objectives.

What Does This Service Do For You?

It is designed to simplify the administration of your investment portfolio and make it easier to monitor and control your investments.

Helping you to monitor the ongoing performance of your portfolio

Helping you to maximise the tax efficiency of your portfolio by selecting the right tax wrappers

Helping to secure better deals for you by accessing investments and funds at discounted rates with lower annual management charges

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