01787 370460

Our mission is to help our clients achieve their financial goals and give them the confidence to pursue their dreams

How we can help

We help our clients to achieve their financial goals. Our approach is straightforward. You tell us about your current situation, 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.

PENSION & RETIREMENT PLANNING

We can help you to plan your journey to retirement and how to get the most from your pension once you get there

INVESTMENT MANAGEMENT

We are experts in managing money, working with leading fund managers globally to suit every investment style
Country Estate

TAX, TRUSTS & ESTATE PLANNING 

You may have spent a lifetime accumulating your wealth and want to know how to secure it for future generations. We can help you to protect your legacy for your loved ones

EQUITY RELEASE 

Releasing equity in your home is a major financial decision and one which should not be taken lightly. We can help you to determine which approach is right for you

Meet the Team

Paul Sweeny

PAUL SWEENY MSc. FPFS

Managing Director & 
Chartered Financial Planner 
Vouchedfor Top Rated Adviser 2021 Logo
Sheriee Sweeny

SHERIEE SWEENY DipFA

Director & Paraplanner

Get in touch

01787 370460

Find Us on Map

Poplars, High Road, Leavenheath, Suffolk CO6 4PE

We would love to hear from you!

    Sweeny Wealth Management Ltd is registered in England and Wales. Our registered office is Poplars, High Road, Leavenheath, Suffolk CO6 4PE

    We are authorised and regulated by the Financial Conduct Authority (FCA) under firm reference number 821005.

    The content of this website is intended for information purposes only and does not constitute financial advice. The value of your investments can fall as well as rise and you may get back less than you invested. 
    © Copyright 2021 - Sweeny Wealth Management Ltd
     paul@sweenywealth.co.uk
     Poplars, High Road, Leavenheath, Suffolk CO6 4PE
    Vouchedfor Top Rated Adviser 2021 Logo
    Unbiased Adviser
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