Sweeny Wealth Management Ltd - Chartered Financial Planners

Planning for a secure financial future

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.

How we can help

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

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 MSc. FPFS

Managing Director &
Chartered Financial Planner

SHERIEE SWEENY DipFA

Director & Paraplanner

Testimonials

Here is what some of our clients have said about our service

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.

Thank you for helping me set up my new pension.

ROBERT KELLIHER, 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 organised this for me.

CHRIS PARGIN, COLCHESTER

I engaged with Paul Sweeny from Sweeny Wealth Management about a pension and the options that were available to me.

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.

DAN MITCHELL, COLCHESTER

READ OUR CLIENT REVIEWS

Get in touch

01787 370460

paul@sweenywealth.co.uk

Find Us on Map

Poplars, High Road, Leavenheath, Suffolk CO6 4PE

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