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Our Code of Ethics

Sweeny Wealth Management is committed to observing the highest standards of professionalism and ethical behaviour, and as such expects its advisers to conduct themselves appropriately, and to observe and abide by the following:


To act honestly and fairly at all times when dealing with clients and to act in the best interests of each client and treat them fairly


To treat people fairly regardless of age; disability; gender reassignment; pregnancy and maternity; marriage and civil partnership; race; religion and belief; sex; and sexual orientation


To act with integrity in fulfilling the responsibilities of our appointment and seek to avoid any acts, omissions or business practices which damage our reputation and the financial services industry


To observe applicable law, regulations and professional conduct standards when carrying out financial services activities and to uphold the highest professional standards


To observe the standards of market integrity, good practice and conduct required or expected of participants in markets when engaging in any form of market dealings


To only make recommendations that are suitable, appropriate and that puts the interests of our clients first


To attain and actively manage a level of professional competence appropriate to our responsibilities and commit to continued learning to ensure the currency of our knowledge, skills and expertise


To decline any engagement for which we are not competent unless we have access to such advice and assistance as will enable us to carry out the work competently, and to act in the best interests of our clients


To act with fairness, integrity and courtesy in all business activities
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
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Proud to be members of the Equity Release Council logo
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