Sweetland Associates ltd
Testimonials - What our clients say about us
Paul has helped me to organise my pension and investment arrangements for a number of years. Due to my rugby career and other work commitments, Paul has been invaluable in providing me with sound professional advice. We meet regularly to discuss my financial planning arrangements and he is always available should I need any financial advice.
Sam Warburton, Ex Cardiff Blues & Wales
Sweetland Associates Ltd have been our advisers since 1999. They have looked after all our financial needs in a professional and timely manner and always gives us first class service and attention. They have recently upgraded our business protection arrangements with a new death in service scheme as well as a comprehensive review of our Company Pension Scheme.
Jeff Company Director Pyle & Kenfig South Wales
I highly recommend Paul, he is an expert in his field with great integrity and has a deep and detailed knowledge of all aspects of his business. He is very personable and who works extremely well with his clients, his excellent work is also at a reasonable cost."
We have been working with Sweetland Associates Ltd since 2003 and have been more than happy with the professionalism and quality of service that they have with our clients. They have recently been helping a number of our clients review and update their business protection arrangements including Keyman Assurance, Shareholder Protection and group death in service schemes. In addition a number of our clients are being helped to plan for the new compulsory pension schemes to be introduced later this year.
Johnathan, Rhodes Walter Hunter & Co Newport
For many years I have received sound professional advice from Sweetland Associates. Their advice has always been tailored to my personal and business needs. In these difficult economic times I feel confident that my financial security will be protected as far as possible from the economic downturn. Paul has recently been updating my investment portfolio, reviewing the investment strategy and performance of the portfolio and making necessary adjustments to counter the current volatility in investment markets.
They (Sweetland Associates Ltd) have implemented a new company pension scheme and death in service benefits for our large workforce spread across England, Wales and Scotland. Paul's help has been invaluable in setting up these schemes at short notice in a professional and efficient manner.
Daryl - Managing Director Cwmbran
Paul Sweetland is very efficient, knowledgeable, capable and understanding. His work with and for me has been both professional and successful. I would recommend him to anyone needing good, impartial and effective advice.
Victoria - London
Paul is easy to talk with. He explains all our options in a clear, informative and professional manor. Paul has been able to provided us with excellent solutions for our challenging investment circumstances. We have full confidence in Paul to watch over, grow and manage our investments.
I find Paul to be extremely client friendly. At the beginning he took time to understand my circumstances and explain financial concepts and products that can be quite a challenge to understand but he demonstrated an ability to explain clearly and relate them to my individual circumstances. He produces good information at the appropriate reviews and offers valuable advice. He has a calm friendly manner and is always approachable to discuss any aspect that I wish to discuss regarding my investments. He has a confident manner that suggests a high level of knowledge and competence that I think are essential qualities of a good IFA.