Sweeny Wealth Management Ltd

Independent Financial Adviser  Poplars, Leavenheath, Suffolk, CO6 4PE
First meeting at adviser's own cost
Our mission is to help our clients achieve their financial goals and give them the confidence to pursue their dreams
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Mortgage protection
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
Mr Paul Sweeny
Managing Director & Chartered Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

Accreditations
Chartered Financial Planner
What our clients say
I first engaged contact with Paul Sweeny from Sweeny Wealth Management Ltd as I needed some guidance on a private health insurance policy that I was looking to take out. I went through my personal and business requirements with Paul and he was able to find me a comparable offer at nearly half the cost with a reputable provider. After receiving exceptional service I thought I'd ask Paul about a pension and the options that were available to me. Firstly, Paul conducted a home visit at a time to suit me and my family to help understand my personal and business situation before carrying out a financial risk assessment and understanding my attitude towards investments. This helped Paul and his research team come back with a full proposal that was both affordable and sustainable over the next 30-40 years with flexibility throughout. Paul came back for a follow-up visit with all the research and paperwork to hand, he spent a great deal of time helping me understand what I was signing up to and the risks that were involved. My wife had several questions and was put at ease by Paul's knowledge and expertise - which is a big weight off my shoulders. I now have an affordable private health insurance policy and a pension set up with annual reviews on both. As a client of Sweeny Wealth Management, I would have no hesitation in recommending Paul to any of my friends or business contacts looking for a reliable, honest and friendly financial adviser.
Dan Mitchell, Colchester
I am writing to thank you for the level of service that you have provided me with recently when reviewing my pensions and long-term retirement plans. Having started my limited company in July 2017, personal planning and thoughts about pensions have really been pushed to the back of my mind. However, through meeting with you and discussing the implications of this, you have reconfirmed that it is something that I need to set up sooner rather than later, and I am pleased that you are currently proceeding with organising this for me. As you know, I have a background in property, and whilst this will still form a large part of my retirement plan, I completely value the use of a traditional pension and better understand the tax benefits available to me as a limited company Director in doing so. I appreciate the need to diversify my planning, and feel happier that I will be using different tools to maximize the income that I will have available in later life. I am really grateful for you taking care of old employees pensions that I have paid into and since leaving have done nothing with. I would also like to thank you for the professionalism that you have shown me within our appointment. You have explained everything clearly and highlighted the key considerations with the product. I know from meeting you prior that you are a genuine guy who puts clients at ease and takes time to understand their priorities and requirements. For this reason, I have no hesitation in recommending my clients to speak with you also regarding their financial needs.
Christopher Pargin, Colchester
I started using Paul Sweeny from Sweeny Wealth Management to help me plan my future by setting up a pension. Paul was professional and carefully listened to my current circumstances and financial obligations. Paul gave great advice on pensions and investments as well as other financial advice. Sweeny Wealth Management has the same values as us and because of this I highly recommend Paul to any of my clients and friends looking to invest in a pension. Thank you for helping me set up my new pension.
Robert Kelliher, Colchester
About us

We are Chartered Financial Planners who work with private clients, trustees and business owners throughout East Anglia, London and the South-East, advising them on pensions, retirement planning, investments, trusts and estate planning and equity release.

Our services

We specialise in ensuring that our clients have a secure financial future throughout the whole of their life and not just while they are working.

To this end, we help our clients understand what is needed to plan towards an enjoyable and fulfilling retirement and then help them make the right decisions when faced with their retirement options.

For our work in this area, we were 'Highly Commended' at the Retirement Planner Awards in 2018 in the category of 'Best Individual Pensions Advice Firm of the Year - South East and East Anglia Region'.

Where to find us
Head office address: Poplars, High Road, Great Waldingfield, Leavenheath, Suffolk, CO6 4PE
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

The value of investments can fall as well as rise and you may get back less than you invested.

Response rating
10/10
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FCA authorised
Last authorised 10th May 2021

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