Meet the team

The team at Sweeny Wealth Management has a combined experience of over 50 years in professional financial services.

Paul Sweeny - Director & Chartered Financial Planner

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. He specialises in advising clients who are either approaching retirement or in later life on a range of issues including their pensions, investments, inheritance tax planning, equity release and long-term care funding. He has been awarded VouchedFor UK Top Rated Adviser Status, as distributed in The Times and The Telegraph for 6 consecutive years (2020–2025). This award is based purely on reviews and ratings received directly from his clients. He is also a SOLLA (Society of Later Life Advice) accredited adviser and an affiliate member of STEP (Society of Trust and Estate Planning). He is also the Co-Chair of Sudbury & South Suffolk Citizens Advice.

Sheriee - Director & Paraplanner

Sheriee is a Director of Sweeny Wealth Management. She began her financial services career 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 Business. She is a member of the Chartered Insurance Institute (CII) and a Certified Financial Administrator & Paraplanner. She has also attained her Diploma in Financial Advice.