About Us

Sweeny Wealth Management Ltd

Sweeny Wealth Management is based in Suffolk and provides bespoke wealth management advice to private and corporate clients throughout East Anglia, London and the South-East. Our service is based on trust and an in-depth understanding of our clients’ needs and aspirations.

The company was ‘Highly Commended’ at the Retirement Planner Awards 2018 in the category for ‘Best Individual Pensions Advice Firm of the Year – South East and East Anglia Region.’

Working with You

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all your financial planning needs. We strive to offer the very best service to develop a long-term relationship with you.

We aim to deliver our commitment by:

  • Providing personal face-to-face financial advice
  • Giving you the opportunity to review your financial affairs regularly
  • Effectively managing your investments via our distinctive approach
  • Keeping you informed of the latest news and any changes that might affect your personal situation
  • Listening to your feedback
  • Ensuring that our dealings with you are sensitive to your needs

Meet the Team

Paul Sweeny

Tel: 01787 370460 | 07980 851840

About Paul

 

Managing Director & Chartered Financial Planner

I am committed to delivering bespoke financial planning advice to clients on a face-to-face basis combined with excellent levels of service.

My emphasis is on developing and maintaining long-term relationships with my clients, providing them with a source of trusted advice as their needs evolve over the years.

Based in Suffolk, I work with clients throughout East Anglia, London and the South East, advising private individuals, business owners, corporate entities and trustees.

My advice covers all areas of wealth management including:

  • the preservation and accumulation of capital;
  • utilising effective tax planning strategies;
  • advising clients on how best to manage their cash and borrowings;
  • protecting clients from financial risk and;
  • helping clients to manage their businesses more effectively.

Paul has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII). He is also a Fellow of the Personal Finance Society and holds a Master’s degree in Financial Planning and Business Management.

Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code

Paul specialises in pensions, investments, tax and estate planning.

Sheriee Sweeny

Tel: 01787 370460 | 07772 693708

About Sheriee

 

DipFA, Director & Paraplanner

Sheriee first began her career in Financial Services with NatWest Bank and remained there for over 25 years undertaking a variety of roles including Branch Manager, Private Banking Manager & Business Development Manager during that time. Sheriee became a NatWest Ambassador for Women in Banking.

After having her daughter Emily, Sheriee left Retail Banking and studied as a Certified Financial Administrator & Paraplanner and latterly attained her Diploma and qualified as a Financial Adviser.

Sheriee is married to Paul and they have 3 sons along with their daughter Emily.

The value of your investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Want to know more?

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