Wealth Management

We are an independent financial advisor offering impartial advice tailored to your requirements. We are based in Newport and also cover Cardiff and Swansea.

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

Wealth Management Service (WRAP / Platforms)

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 holidings 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 Swansea then please call us on 01633 246246 or use our contact form