We are independent financial advisers who work with private clients, trustees and business owners throughout Essex and Suffolk, advising them on pensions, retirement planning, investments, estate planning and lifetime mortgages (equity release).
INDEPENDENT
We are a fully independent advice firm which means that we provide our clients with impartial and unbiased advice, keeping their best interests at the heart of everything we do.
PROFESSIONAL
We are committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
AWARDS
We have achieved ‘UK Top Rated Adviser Status’ based on our client reviews on Vouchedfor.co.uk for four consecutive years (2020 – 2023).
FEES
We adopt a clear, transparent, competitive fee structure.
Paul Sweeny
MSc. FPFS, Director & Chartered Financial Planner
Sheriee Sweeny
DipFA Certs CII (MP & ER), Director and Paraplanner
Here to help
We help our clients to achieve their financial goals. Our approach is straightforward. You tell us about your current situation, your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please call
01787 370460, or email paul@sweenywealth.co.uk