Reasons to work with Sweeny Wealth Management Ltd
Sweeny Wealth Management Ltd is an independent financial advisory firm and as such offers impartial recommendations, free of the potential conflicts of interest to which firms offering only “restricted” advice may be subject. The Law Society recommends that solicitors should only refer their clients to independent financial advisers.
The Scope of Our Expertise
The firm’s Managing Director and sole adviser, Paul Sweeny, is a Chartered Financial Planner, the highest qualification in the financial advice industry. He is also a Fellow of the Personal Finance Society and is one of the few financial planners nationally to have achieved a Master’s Degree in Financial Planning and Business Management. Paul has been accredited as a Top-Rated Adviser for 2019 and 2020 by ‘Vouchedfor’, the independent review website for professional advisers.
Paul also holds specialist qualifications including Long Term Care planning, Equity Release and the CII qualification for arranging pension transfers. He is an affiliate member of both Resolution and STEP.
Both our Directors hold the Level 4 (Diploma) qualification in financial planning.
However, we specialise in providing financial planning which extends beyond financial advice and encompasses investment management and tax planning, taking a holistic view of clients’ needs and aspirations and assisting them to achieve their life objectives.
Specialising in Working with Other Professionals
Sweeny Wealth Management Ltd works strategically with like-minded professionals to deliver integrated advice. Once a referred client becomes a client of ours, the partner firm is kept up-dated with on-going developments to ensure that the advice provided by the two professionals is consistent.
To assist our professional connections to convey to their clients the benefits of providing financial advice which complements their mainstream services, Sweeny Wealth Management Ltd provides a wide range of client-facing leaflets, booklets and newsletters, without charge.
Like other professionals, Sweeny Wealth Management Ltd is a fee-based firm. Clients will be provided with details of our fee structures before we accept their instructions but for transparency we publish our fees on our website, which can be found at https://sweenywealth.co.uk/fees/
Reviews and Updating
All clients will receive regular bulletins, which can also be found on the firm’s web site, and investment clients will receive by agreement regular portfolio valuations and commentaries.
Sweeny Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. The firm has not received any complaints or been subject to any disciplinary action since its formation in November 2016.
Online Portal for Clients
All clients have access to our on-line ‘Personal Finance Portal (PFP)’, through which they can access details of all their investments, pensions and savings, the values of some of which are up-dated daily. Routine documentation is posted on the system to avoid burdening clients with hard copy mailings.
Sweeny Wealth Management Ltd was ‘Highly Commended’ at the Retirement Planner Awards 2018 in the category of ‘Best Individual Pensions Advice Firm of the Year – South East and East Anglia Region’.
The Advice Process
Sweeny Wealth Management’s clients tend to be trustees, small business owners, highly paid professionals and those considering their plans on changing career or stopping work. Typically, clients have investable assets of at least £100,000. Initial meetings are complimentary and the fee for proceeding to create a bespoke report and proposal (‘Your Financial Plan’) will not exceed £1,250.