About us

Established in 2016, the team at Sweeny Wealth has over 50 years’ experience in financial services. We provide practical financial planning advice to people, families and businesses throughout London, Essex and Suffolk.

We provide advice across a wide range of services including investments, savings, pensions, protection, equity release and long term care planning. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.

At Sweeny Wealth, we pride ourselves on our friendly and approachable nature, and on playing an integral part in our local community.

Meet the Team

Paul Sweeny

Job Title: MSc. FPFS, Director & Chartered Financial Planner

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, trusts and estate planning and equity release. He is also a Trustee of the Sudbury & District Citizens Advice Bureau.

Tel: 07980 851840

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Sheriee Sweeny

Job Title: DipFA Certs CII (MP & ER), Director and Paraplanner

Sheriee 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, as well as serving as an Ambassador for Women in Banking. Sheriee is a member of the Chartered Insurance Institute (CII) and is a Certified Financial Administrator & Paraplanner. She has attained her Diploma in Financial Advice.

Tel: 07772 693708

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