Plan for your future, today.
At Sweetland Associates Ltd, we pride ourselves on being independent financial advisers offering expert impartial financial advice to individuals and businesses across Newport, Cardiff, and South Wales. Our mission is to help you achieve your financial objectives through bespoke financial planning, tailored to your unique needs and goals.
Our Approach
Our approach is straightforward and transparent. We take the time to understand your current financial situation, your objectives, and when you want to achieve them. We then develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you and agree on the course of action you want to take. Whilst the final decisions are, of course, yours, as financial advisers, we're here to guide and support you every step of the way.
Our Services
We offer a comprehensive range of financial services, including investments, savings, pensions, workplace pensions, retirement and later-life planning, inheritance tax planning, protection, corporate protection, mortgages, and equity release. Our expert advisers will work with you to understand your financial situation and develop a tailored plan to help you achieve your goals.
Investments
Investing is about growing your money for the future or generating an income you can access now. Our expert advisers will help you navigate the complex world of investments, ensuring that your money works hard for you. Whether you're a seasoned investor or just starting out, we'll help you make informed decisions about your investments.
Savings
Saving for the future is crucial, but did you know that cash and deposit savings accounts on their own are not likely to be enough to secure your financial future? Our expert advisers will help you develop a savings plan that aligns with your goals and objectives.
Pensions
We all know that retirement might seem a long way off, but it's never too early to think about your pension. Our expert advisers will help you plan for a comfortable retirement, ensuring that you can enjoy the lifestyle you deserve.
Workplace Pensions
Employees may have missed out on valuable pension benefits because they didn't join their company's pension scheme. Our expert advisers will help you make the most of your workplace pension, ensuring that you're planning for a secure financial future.
Retirement and Later-Life Planning
We're living longer, and retirement might last for 20 years or more. Our expert advisers will help you plan for a comfortable retirement, ensuring that you can enjoy the lifestyle you deserve.
Inheritance Tax Planning
With property prices on the rise, you don't have to be hugely wealthy to be affected by Inheritance Tax. Our expert advisers will help you plan for the future, ensuring that your loved ones are protected.
Protection
There are policies available that provide life insurance and protect us in the event of a critical illness or accident. Our expert advisers will help you navigate the complex world of protection, ensuring that you and your loved ones are protected.
Corporate Protection
As a business owner, you understand the importance of protecting your business and planning for the future. Our expert advisers will help you develop a comprehensive protection plan, ensuring that your business and loved ones are protected.
Mortgages
Taking out a mortgage is usually the biggest financial commitment you'll make. Our expert advisers will help you navigate the complex world of mortgages, ensuring that you get the best deal for your circumstances.
Equity Release
More people are using equity release to pay down debts, boost their income, or help to enjoy a comfortable retirement. Our expert advisers will help you understand the options available, ensuring that you make an informed decision.
Testimonials
Don't just take our word for it! Our clients have been kind enough to share their experiences with us. Read what they have to say about our services and expertise.
Overview of Reviews
The reviews are overwhelmingly positive, with both reviewers giving 5-star ratings to Mr. Paul Sweetland and his team.
Professionalism and Expertise
Both reviews highlight the professional and knowledgeable approach of Mr. Sweetland and his team. They are described as taking the time to understand the client's requirements and providing a range of solutions tailored to their needs.
Communication and Reliability
The reviewers praise the team's excellent communication skills, citing their prompt responses to questions and reliable delivery of services. As stated by Tony Watts, "If they say they will do something by a certain time, they deliver."
Client-Centric Approach
The reviewers appreciate the team's commitment to acting in the best interests of their clients, as stated by Jonathan Rhodes, who notes that they always prioritize their clients' needs.