01787 370460

Our Fees

We differentiate ourselves from most other financial advice firms in that we do not base our initial advice fees on the amount of assets that you have or wish to invest. In contrast, our planning fees are based on your specific needs and the level of complexity of the work involved. We believe that this is a fairer way of charging for our services, as you only pay for the services that you want. We offer a menu of services to suit a range of budgets and requirements.

Complimentary Initial Meeting

As we do not know at outset which of our services you require, we offer all prospective clients a complimentary, no obligation, initial meeting to understand what you are trying to achieve and determine if our services would add value to you. At this meeting we will also discuss our fees both initially and throughout our relationship with you, should you wish to instruct us. 

We offer meetings in person, over the phone or via secure web-conferencing, depending upon your preference, at a time and location convenient for you. 
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
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram