Sweeny Wealth Management Ltd

Independent Financial Adviser 3, Fortress Fields, Great Waldingfield, Sudbury, Suffolk, CO10 0FF
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
We help clients navigate the complex world of financial services, achieve their objectives and ensure they are treated fairly.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Mortgage protection
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Paul Sweeny
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

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

Make an enquiry
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'.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

Similar advisers near you

Independent Financial Adviser 0.08 mi
 
 
Independent Financial Adviser 0.12 mi
We've worked with Saffron Building Society for many years, helping hundreds of customers make informed financial planning decisions
 
Independent Financial Adviser 0.24 mi
We are a small, boutique and personable company that provides bespoke services designed around the client
 
Independent Financial Adviser 0.36 mi
In short: ‘We Care’.