Business Details
Your Trusted Financial Advisers in Suffolk
At Sweeny Wealth, we specialise in delivering unbiased, independent financial advice tailored to private clients. Our expertise spans pensions, investments, protection insurance, inheritance tax planning, equity release, and long-term care strategies. With a combined experience of over 50 years, we prioritise understanding our clients' unique goals to create bespoke financial plans. As a Chartered Financial Planning firm, we are authorised and regulated by the Financial Conduct Authority, ensuring the highest standards of professionalism.Our commitment to excellence has been recognised through awards such as the Vouchedfor UK Top-Rated Adviser Status and a 'Highly Commended' accolade at the Retirement Planner Awards. We actively engage with our local community, supporting organisations like Sudbury Cricket Club and the Sudbury Symphony Orchestra. Our approach combines technical expertise with a personal touch, ensuring clients receive strategic guidance aligned with their aspirations while maintaining transparency and ethical standards.
Services
Pensions
Investments
Protection Insurance
Inheritance Tax Planning
Equity Release
Long-term Care Planning
Highlights and features
- We offer over 50 years of combined experience in financial services.
- Our team is FCA regulated for your protection.
- We provide bespoke financial plans tailored to individual needs.
- We hold SOLLA accreditation for later-life financial advice.
- Our director has achieved Vouchedfor UK Top-Rated Adviser Status for six consecutive years.
Associations and certifications
- Financial Conduct Authority
- Society of Later Life Advisers (SOLLA)
- Equity Release Council
What people say
Highly Commended award
Vouchedfor UK Top-Rated Adviser
SOLLA accredited
FCA regulated
Community involvement
Services
Pensions
We provide comprehensive pension advice to help clients maximise their savings and plan for a secure retirement. Our services include pension consolidation, tax-efficient income strategies, and retirement income projections. With expertise in both defined benefit and defined contribution schemes, we ensure clients make informed decisions aligned with their long-term goals.
Investments
Our investment advisory services focus on building diversified portfolios tailored to individual risk profiles and financial objectives. We offer guidance on ISAs, equity investments, and tax-efficient structures to grow wealth over time. Regular portfolio reviews ensure strategies remain aligned with market conditions and client aspirations.
Protection Insurance
We advise on protection insurance solutions to safeguard clients' financial security against unforeseen events. This includes life insurance, critical illness cover, and income protection policies. Our recommendations are designed to ensure families remain financially stable while balancing affordability and coverage needs.
Inheritance Tax Planning
Our inheritance tax planning services aim to preserve wealth for future generations. We utilise trusts, gifting strategies, and other legal structures to reduce tax liabilities while ensuring clients' wishes are fulfilled. We work closely with solicitors to create holistic estate plans that align with personal and financial goals.
Equity Release
We provide expert guidance on equity release schemes for clients seeking to access funds tied to their property. Our advice considers long-term care needs, inheritance implications, and alternative options. We ensure clients understand the impact on means-tested benefits and estate value before proceeding.
People
Paul Sweeny
Director & Chartered Financial Planner
Paul is a Chartered Financial Planner with a Master's degree in Financial Planning. He specialises in retirement and later-life financial advice, holding SOLLA accreditation and Vouchedfor UK Top-Rated Adviser Status for six consecutive years. He co-chairs Sudbury & South Suffolk Citizens Advice.
Sheriee
Director & Paraplanner
Sheriee has over 25 years of banking and financial services experience. A Certified Financial Administrator and CII member, she supports clients with paraplanning and financial advice. She previously served as NatWest Bank's Business Development Manager and Women in Business Ambassador.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, protection insurance, inheritance tax planning, equity release, and long-term care strategies for private clients.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference 821005.
How do you tailor financial plans to individual needs?
We conduct detailed consultations to understand your goals, risk tolerance, and circumstances, creating bespoke strategies that evolve with your life changes.
What accreditations do your advisers hold?
Our team includes Chartered Financial Planners, SOLLA-accredited specialists, and members of the Chartered Insurance Institute and Personal Finance Society.
Can you help with later-life financial planning?
Yes, we provide equity release advice, long-term care funding strategies, and retirement income planning tailored to clients in later life stages.
Reviews (1)
Tim Smith
Jun 07, 2018
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I used Paul Sweeney Wealth Management to look at my finances and savings, to assess how they were performing and if any improvements could be made. They had a good look over them in very fine detail and have saved me an absolute fortune. The future now looks bright and rosy. I strongly recommend that you contact them and have them sort out your finances too.
