Sweeny Wealth Management Ltd is an independent financial adviser that provides expert, trusted, and independent financial advice to private clients, trustees, and business owners in Essex and Suffolk. Our services include pensions, retirement planning, investments, estate planning, and lifetime mortgages (equity release). We take the time to understand our clients' financial situations, goals, and objectives, providing them with practical plans designed to help them achieve their financial goals. Our approach is straightforward, and we're committed to a customer-first approach, with values that align with a professional Code of Ethics.
Tim Smith highly recommends the service due to the thorough examination and significant savings achieved.