01787 370460

About Us

We are Chartered Financial Planners  who work with private clients, trustees and business owners throughout East Anglia, London and the South-East, advising them on pensions, retirement planning, investments, trusts and estate planning and equity release.  


We are a fully independent advice firm which means that we provide our clients with impartial and unbiased advice, keeping their best interests at the heart of everything we do


We have achieved corporate Chartered status from the Chartered Insurance Institute. We adhere to a strict 
code of ethics
 that underpins broader commitments to professional values


Our company was 'Highly Commended' at the Retirement Planner Awards 2018 in the category of 'Best Individual Pensions Advice Firm of the Year - South East and East Anglia Region'


We set ourselves apart from other financial advice firms by adopting a clear and transparent price structure which is tailored to your requirements 

What Chartered Status Means for Our Clients

Meet the Team

Paul Sweeny


Managing Director & Chartered Financial Planner 
 07980 851840
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.
Sheriee Sweeny


Director and Paraplanner 
 07772 693708
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.
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
 Poplars, High Road, Leavenheath, Suffolk CO6 4PE
Vouchedfor Top Rated Adviser 2021 Logo
Proud to be members of the Equity Release Council logo
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