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
9.3 /10
FCA verified
9th September 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
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
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 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
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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000
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.

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