Mr Paul Sweeny
MSc, FPFS

Membership category: Affiliate i

'Affiliate' is STEP's entry-level membership category. Affiliates are either working towards gaining the requisite qualifications and/or experience for full STEP membership (TEP), or have chosen to remain at Affiliate level. Affiliates must adhere to STEP's Code of Professional Conduct.

3 Fortress Fields
Great Waldingfield
Sudbury
Suffolk
CO10 0FF
United Kingdom

Email: paul@sweenywealth.co.uk
Telephone: 01787370460
Website: www.sweenywealth.co.uk
Practice Areas: Estate planning/administration, Investment, Trust planning/administration, Tax Advisory - Trusts and estate planning
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Profession:
Financial Planner
Firm:
Sweeny Wealth Management
Branch/Chapter:
STEP Suffolk and North Essex
Special Interest Groups:
Business Families | International Client | Mental Capacity
Biography:

I am committed to delivering bespoke financial planning advice to clients on a face-to-face basis combined with excellent levels of service. My emphasis is on developing and maintaining long-term relationships with my clients, providing them with a source of trusted advice as their needs evolve over the years. Based in Suffolk, I work with clients throughout East Anglia, London and the South East, advising private individuals, business owners, corporate entities and trustees.

I am the Managing Director of Sweeny Wealth Management Ltd, with over 10 year's experience of advising clients in respect of trust and estate planning, pensions, investments and equity release. I have been awarded the title of Chartered Financial Planner by the Chartered Insurance Institute (CII), I am a Fellow of the Personal Finance Society and I hold a Master’s degree in Financial Planning and Business Management.

As a SIFA Professional Firm we satisfy SIFA’s due diligence criteria for working with solicitors. The SIFA Directory of Professional Financial Advisers is endorsed by the Law Society. We are also affiliate members of both STEP and Resolution.

We partner with solicitor firms to help them deliver a safe and holistic service to their clients, by providing:

  • A detailed ‘Due Diligence’ statement on Sweeny Wealth Management Ltd to the Compliance Officer for Legal Practice (COLP)
  • Fully independent financial planning and advisory services, which are free of any potential conflicts
  • A strategic partnership to deliver integrated advice to clients, enhance consistency and provide regular service updates
  • Marketing support to help solicitors convey to their clients the benefits of providing financial advice to complement their own services
  • A clear and transparent fee structure (which we publish on our website - www.sweenywealth.co.uk/fees)

Sweeny Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority under firm reference number 821005

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