Sweeny Wealth Management Ltd

Independent Financial Adviser  3, Great waldingfield, Suffolk, CO10 0FF
First meeting at adviser's own cost
We help time-poor professionals and business owners to plan securely and tax-efficiently for their retirement and advise people on the best way to take their benefits when the time comes.
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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Buy to let
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Buying first home
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Equity release
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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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
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Paul Sweeny
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 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
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
At Pro Tax Accounting we pride ourselves on providing a professional, knowledgeable and pro-active service to our clients. We are always looking to work with other great professionals and have been lucky enough to find that in Paul Sweeny and his team from Sweeny Wealth Management Ltd. Paul and his team have put themselves out to provide professional advice despite there being time constraints connected with the issues our clients were facing. Literally every time I speak or meet this particular client he constantly thanks me for introducing Paul and consequently this has strengthened my own relationship with the client. I would like to express my thanks for your professional assistance in dealing with one of our longest standing and most valuable clients and I look forward to referring more work to you in the future.
Lee Taylor, Pro Tax Accounting, Colchester
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
About us

With over 40 years of financial services experience between them, Paul & Sheriee Sweeny (husband and wife) set up the business in 2016 to deliver a trusted and a highly personal service to our clients. Our clients have the confidence in knowing exactly who they are dealing with, can contact us directly at any time convenient to them, will not be left on hold or experience a frequent change in their adviser once our relationship begins.

We take the time (initially at our own cost) to fully understand what our clients need help with; explain, in plain English, which solutions are available to them and then make a recommendation as to what they should do, based on their own unique circumstances.

Paul is a Chartered Financial Planner, a Fellow of the Personal Finance Society and holds a Masters degree in Financial Planning and Business Management. Consequently, he works to the highest ethical standards. He is the only authorised adviser in the company, supported by Sheriee who holds a Level 4 Diploma in Financial Advice.

We provide truly independent, unbiased financial advice with the ability to source solutions from across the whole of market to arrive at the very best outcomes.

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 actually faced with their retirement choices.

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

3, Fortress Fields, Great Waldingfield, Sudbury, Suffolk, CO10 0FF

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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