We 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.
Sweeny Wealth Management was 'Highly Commended' at the Retirement Planner Awards 2018 in the category of 'Best Individual Pensions Advice Firm of the Year - South East and East Anglia Region'.
Pensions | Investments | Trusts & Estate Planning | Equity Release | Corporate Services
Private Client Services
Meet The Team
We are passionate about delivering piece of mind and real value to our clients
Paul Sweeny (MSc. FPFS)
Paul is the Managing Director of Sweeny Wealth Management. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society and holds a Master’s degree in Financial Planning and Business Management. Paul specialises in advising on pensions, investments, tax and estate planning.
Sheriee Sweeny (DipFA)
Sheriee is a Director and Paraplanner at Sweeny Wealth Management. She previously worked for Natwest for 25 years, fulfilling a variety of roles including Branch Manager, Private Banking Manager & Business Development Manager during that time. Sheriee was also a NatWest Ambassador for Women in Banking and has a Diploma in Financial Advice.
Client Testimonials
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 the level of service that you have provided me with recently when reviewing my pensions and long-term retirement plans and for the professionalism that you have shown me within our appointment. You have explained everything clearly and highlighted the key considerations with the product. For this reason, I have no hesitation in recommending my clients to speak with you regarding financial needs.
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. 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.
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.