Paul Sweetland

I have been working in the financial services industry since 1987. During that time I have worked for a number of companies including Pearl Assurance, Eagle Star and Principality Building Society. I have been an Independent Financial Adviser since 1997 and formed Sweetland Associates in 1999. I have gathered a wealth of experience during this time working with both individual and corporate clients. My particular areas of specialism are retirement planning and managing investment portfolios. I am focused on ensuring my clients are saving enough for their retirement and helping them through the myriad of options available when they are ready to take their retirement benefits. I manage a wide range of investment portfolios for my clients to ensure that their portfolios are on track to meet their investment goals. In addition, each client is offered the very valuable 'ongoing review service' at least on an annual basis to ensure that their investments and retirement plans remain on track to meet their objectives. I have a number of connections with local accountants and solicitors as well as commercial insurance brokers. Along with the relevant professional qualifications, technical knowledge and experience in the financial industry, I pride myself on offering 'one to one' tailored financial advice to my clients offering bespoke solutions to meet their financial planning needs.