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

 

Please take the time to meet our team, who will be happy to assist with your enquiry.