Business Details
23 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2003, we are independent financial advisers authorised and regulated by the Financial Conduct Authority. Our approach focuses on understanding clients' financial situations and objectives to create tailored plans that address their unique needs. We specialise in financial planning, investment management, and protection solutions across Newport, Cardiff and South Wales. With over two decades of experience, our team provides jargon-free advice that empowers clients to make informed decisions about their financial future. We maintain transparency throughout our process, ensuring clients understand all options before making commitments.Our services cater to both personal and corporate clients seeking expert guidance on pensions, inheritance tax planning, and retirement strategies. We demonstrate our commitment to quality through continuous client support and regular reviews of financial arrangements. Our professional team has worked with clients from diverse backgrounds, including professional athletes and business owners, adapting our expertise to meet varying financial requirements.
Services
Financial Planning
Investment Management
Pension Advice
Mortgage Solutions
Inheritance Tax Planning
Retirement Planning
Equity Release
Business Protection
Savings Strategies
Life Insurance
Details
- Year established: 2003
Highlights and features
- We are authorised and regulated by the Financial Conduct Authority
- We have over 20 years of experience in financial planning
- Our client-centric approach focuses on individual financial objectives
- We provide clear, jargon-free financial advice
- We offer comprehensive reviews of existing financial arrangements
Associations and certifications
- Financial Conduct Authority
What people say
Sound professional advice
Invaluable support
More than happy
Quality of service
Always available
Services
Financial Planning
We develop comprehensive financial strategies tailored to individual goals and circumstances. Our approach considers current financial positions, future objectives, and risk tolerance to create actionable plans. Clients receive ongoing support and regular reviews to ensure their financial strategies remain aligned with changing life circumstances and market conditions.
Investment Management
We help clients grow their wealth through diversified investment strategies. Our service includes risk assessment, portfolio construction, and ongoing monitoring of investments. We focus on achieving long-term growth while maintaining appropriate risk levels based on individual financial objectives and market conditions.
Pension Advice
We provide expert guidance on pension arrangements and retirement strategies. Our service covers workplace pensions, personal pensions, and retirement income planning. We help clients maximise their retirement savings while ensuring compliance with current regulations and tax-efficient withdrawal strategies.
Inheritance Tax Planning
We help clients implement strategies to minimise inheritance tax liabilities while preserving wealth for future generations. Our service includes reviewing current asset structures, recommending tax-efficient solutions, and ensuring compliance with current legislation to protect family wealth.
Business Protection
We provide tailored protection solutions for businesses including keyman insurance, shareholder protection, and group life schemes. Our service helps safeguard business continuity and financial stability in the event of unexpected events affecting key personnel or business operations.
People
Paul
Financial Adviser
Experienced financial adviser with over 20 years' experience helping clients organise their pension and investment arrangements. Specialises in providing sound professional advice to high-profile clients including professional athletes.
Johnathan
Client Advisor
Client advisor with extensive experience in business protection arrangements and pension scheme implementation. Has been working with Sweetland Associates since 2003, helping clients review and update their financial protection strategies.
Questions
What financial services do you specialise in?
We specialise in financial planning, investment management, pension advice, mortgage solutions, and inheritance tax planning for individuals and businesses.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference 744333.
How do you approach financial planning?
We begin by understanding your current financial situation and objectives, then develop tailored plans to help achieve your specific goals.
Do you offer business financial services?
Yes, we provide corporate protection, business succession planning, and pension scheme advice for companies in South Wales.
What areas do you cover?
We serve clients throughout Newport, Cardiff and the wider South Wales region from our office in Stow Hill.
Reviews (2)
Tony Watts
Nov 24, 2019
Report
Mr Paul Sweetland and his team are professional and knowledgeable. We found Mr Sweetland extremely helpful and informative. He took time to understand our Company requirements. He then provided a range of solutions for our needs relating to Pensions and Life Assurance, which we have acted upon. He is always available to answer questions. His team are first class. If they say they will do something by a certain time they deliver. I have no hesitation at all in recommending Mr Sweetland and his team.
Jonathan Rhodes
Jul 22, 2019
Report
We have worked with Paul and his very knowledgeable team for many years. We have found them to be very professional, and they always act in an independent way with the best interests of their clients being their top priority. Highly recommended
