Paul Sweeny MSc. FPFS
Managing Director and Chartered Financial Planner
Tel: 07980 851840 | Email: firstname.lastname@example.org
I am committed to delivering bespoke financial planning advice to clients on a face-to-face basis combined with excellent levels of service. My emphasis is on developing and maintaining long-term relationships with my clients, providing them with a source of trusted advice as their needs evolve over the years. Based in Suffolk, I work with clients throughout East Anglia, London and the South East, advising private individuals, business owners, corporate entities and trustees.
My advice covers all areas of wealth management including the preservation and accumulation of capital; utilising effective tax planning strategies; advising clients on how best to manage their cash and borrowings; protecting clients from financial risk and; helping clients to manage their businesses more effectively.
Paul has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII). He is also a Fellow of the Personal Finance Society and holds a Master’s degree in Financial Planning and Business Management.
Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code
Paul specialises in pensions, investments, tax and estate planning.
Masters Degree in Financial Planning & Business Management
Fellow of the Personal Finance Society
Chartered Financial Planner
EFPA European Financial Planner
CII Level 6 Advanced Diploma in Financial Planning
CII Level 4 Diploma in Financial Planning
CII Level 4 Certificate in Discretionary Investment Management
CII Certificate in Life & Pensions
CII Level 3 Certificate in Equity Release
CII Level 3 Award in Long Term Care Insurance
Sheriee Sweeny DipFA
Director and Paraplanner
Tel: 07772 693708 | Email: email@example.com
Sheriee first 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 during that time. Sheriee became a NatWest Ambassador for Women in Banking.
After having her daughter Emily, Sheriee left Retail Banking and studied as a Certified Financial Administrator & Paraplanner and latterly attained her Diploma and qualified as a Financial Adviser.
Sheriee is married to Paul and they have 3 sons along with their daughter Emily.