Here to help you achieve your financial goals

Building your financial future, together.

Sweeny Wealth Management is a trusted, independent financial planning firm based in Leavenheath, Suffolk. Founded by Paul Sweeny, a highly experienced financial planner with a Master's degree and Chartered status, we empower individuals and families across Essex and Suffolk to achieve their financial goals.

Our Approach

We take a holistic approach to financial planning, focusing on your unique needs and aspirations. We work closely with you to:

Understand your current financial situation and goals
Identify potential challenges and opportunities
Develop a personalized plan to achieve your objectives
Implement strategies and monitor your progress

What We Offer

Our expertise covers a wide range of financial areas, including:

Pensions & Retirement Planning

Pension reviews and maximization strategies
Retirement planning for individuals and business owners
Flexible and innovative approaches to secure your future

Investments & Estate Planning

Comprehensive investment planning and portfolio management
Probate and estate planning support
Trust establishment and asset protection strategies

Life Events & Financial Solutions

Equity release solutions for homeowners
Planning for major life events such as retirement, downsizing, or inheritance

Financial Clarity & Peace of Mind

Clear and concise explanations in plain English
Accessible and responsive client communication
Regular review and adjustment of your financial plan to ensure it remains relevant

Our Values

Independence: We are committed to providing unbiased, client-centered advice.
Professionalism: We adhere to a strict Code of Ethics and maintain the highest standards of competence and integrity.
Transparency: We openly disclose our fees and processes in order to ensure trust and accountability.
Client-Centeredness: Your success is our success, and we prioritize your needs at every stage.

Join us on your journey to financial security. Contact us today to schedule a complimentary initial consultation and discover the Sweeny Wealth Management difference.

Update Share

Positive: Tim Smith highly recommends the service due to the thorough examination and significant savings achieved.

Summary of Review by Tim Smith

Rating: 5 stars

Positive Comments

Tim Smith is highly satisfied with the service provided by Paul Sweeney Wealth Management. He praises the thorough examination of his finances and savings, which led to significant improvements and savings. The future now looks promising for him, and he strongly recommends the service to others.

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