Welcome to Sweeny Wealth Management

We are an experienced team of financial planners providing advice to individuals and businesses throughout East Anglia, London and the South-East

Welcome to Sweeny Wealth Management

We are committed to putting clients at the heart of everything we do and to providing the best possible service.

Welcome to Sweeny Wealth Management

If you have any questions, would like to know more about us or if you would like to book an appointment, please get in touch.

Here to help you

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Our Services

What Our Clients Say

 

“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 with this particular client he constantly thanks me for introducing Paul as a result has strengthened my own relationship with the client.

I would like to express my thanks for your professional assistance in dealing with the one of our longest standing and most valuable clients and look forward to referring more work to you in the future.”

– Mr Lee Taylor FFA AAIA, Accountant and Business Adviser, ProTax Accounting, Colchester

Want to know more?

Call us for a friendly chat on 01787 370460 / 07980 851840 or email: paul@sweenywealth.co.uk