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. Paul specialises in advising on pensions, investments, trusts and estate planning and equity release. He is also a Trustee of the Sudbury & District Citizens Advice Bureau.
Qualifications & Accreditations
- ‘Vouchedfor‘ UK Top Rated Adviser 2020, 2021, 2022 & 2023
- Masters Degree in Financial Planning & Business Management (Manchester Metropolitan University)
- Fellow of the Personal Finance Society (FPFS)
- Chartered Financial Planner (Chartered Insurance Institute)
- Answers in Retirement (AIR) Professional Status
(The London Institute of Banking & Finance) - Member of the Equity Release Council
- Associate member of SOLLA (Society of Later Life Advisers)
- Affiliate member of STEP
(Society of Trust and Estate Practitioners)
