3, Fortress Fields, Great Waldingfield, Sudbury, Suffolk, CO10 0FFMake an enquiry
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.
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'.
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