About

We specialise in providing unbiased, independent financial advice to high net worth clients with over £250,000 in investible assets and/or annual earnings in excess of £100,000 per annum on their pensions, investments, protection, inheritance tax planning and equity release and long term care planning.

We put our clients at the heart of everything we do and develop long-term relationships with them.

We ensure that we understand their individual needs, what is important to them and what they want to achieve and then devise, implement and monitor a bespoke financial plan tailored to their unique circumstances.

We pride ourselves on our friendly and approachable nature, and on playing an integral part in our local community. We are sponsors of Sudbury Cricket Club and are Friends of the Sudbury Symphony Orchestra.

Sweeny Wealth Management was ‘Highly Commended’ at the Retirement Planner Awards in 2018 in the category of ‘Best Individual Pensions Advice Firm of the Year – South East and East Anglia Region’ and Paul Sweeny has achieved the Vouchedfor UK Top-Rated Adviser Status for six consecutive years (2020-2025).

We are Society of Later Life Adviser (SOLLA) accredited and members of the Equity Release Council.

Sweeny Wealth Management is authorised and regulated by the Financial Conduct Authority under firm reference number 821005.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits. Think carefully before securing other debts against your home. Equity released from your home will be secured against it.

The Financial Conduct Authority do not regulate some forms of Estate planning and tax advice.