Paul Sweeny MSc. FPFS

Hi, I'm Paul, welcome to my introductory profile page where you can find out more about me and my business, Sweeny Wealth Management Ltd.

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About

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, and I have a Master's degree in Financial Planning and Business Management from Manchester Metropolitan University. I am also a SOLLA (Society of Later Life Advice) accredited adviser and an affiliate member of STEP (Society of Trust and Estate Planning).

I specialise in advising clients who are either approaching retirement or in later life on a range of issues including their pensions, investments, inheritance tax planning, equity release and long-term care funding.

I am proud to have been listed in the VouchedFor UK Top Rated Financial Adviser Guide, which is distributed in The Times and The Telegraph newspapers, for 6 consecutive years (2020–2025). This award is based purely on reviews and ratings received directly from my clients.

Aside of my advice business, my voluntary work is also important to me. To this end, I am part of the Forces MoneyPlan initiative run by the Personal Finance Society in conjunction with On Course Foundation, Blesma and the Forces Pension Society. This initiative provides pro-bono financial guidance to armed forces service personnel throughout the UK, some of whom have been seriously injured in the course of duty. I am also an 'Education Champion' on behalf of the Personal Finance Society, delivering accredited personal finance skills workshops to students between the ages of 11-18. Since 2021, I have been a Trustee of Sudbury & South Suffolk Citizens Advice and I am currently the Co-Chair of this organisation.

Outside of work, I enjoy spending time with my wife (and business partner) Sheriee, our children and ‘Bea’ the family Beagle! I also remain a keen snooker player, having played professionally on the World Snooker Tour for 12 years between 1993 and 2005.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits. Think carefully before securing other debts against your home. Equity released from your home will be secured against it.

The Financial Conduct Authority do not regulate some forms of Estate planning and tax advice.

About Sweeny Wealth Management

Sweeny Wealth Management is a boutique wealth management firm based in Leavenheath (Colchester) on the border of Essex and Suffolk.

We specialise in providing unbiased, independent financial advice to private clients, on pensions, investments, protection, inheritance tax planning and equity release and long term care planning.

We put our clients at the heart of everything we do and develop long-term relationships with them. This is achieved by ensuring that we understand their individual needs, what is important to them and what they want to achieve. We work with our clients to help them achieve their goals through the preparation, implementation and ongoing monitoring of a bespoke financial plan.

We pride ourselves on our friendly and approachable nature, and on playing an integral part in our local community. We are sponsors of Sudbury Cricket Club and are Friends of the Sudbury Symphony Orchestra.

Latest News

Featured below is a mix of topical articles which may be of interest to you.

Residential Property Review – October 2025

In October’s Residential Property Review we cover the latest housing and rental trends, government proposals to reform the buying process and the winner of Britain’s top architecture prize. Plus, the latest government data on house prices.

General Financial

Adapting to transformation – investing through global change

The investing landscape is rapidly evolving due to geopolitical uncertainty, inflation, AI and a changing labour market. The IMF forecasts 3% global growth, but risks remain.

General Financial

Financial decisions – put your best foot forward

According to research, 38% of UK adults consider major financial decisions while walking. Getting outside can boost mood and bring clarity if you’re thinking about pensions, investments or protection plans - remember to stay future-focused, balance risk and seek advice.

Mortgages

Mortgage Guarantee Scheme launched

The Mortgage Guarantee Scheme aims to sustain availability of high LTV mortgages by incentivising lenders with government-backed guarantees. First-time buyers and home-movers across the UK can benefit, but professional advice is essential to help you choose the right deal.

Guides

This Guides section provides more detailed information about just a few areas of financial planning. Each guide provides an overview of specific topics.

An Introduction to Mortgages

There are times in our lives when we can all use some help and guidance. Buying a home is one of those major steps that’s much easier to take if you’re well-informed and get some good advice. Here, we’ll provide answers to a few of the questions we’re regularly asked by clients.

Guides

An Introduction to Receiving a Windfall

Throughout life, many things can have a significant impact on your financial needs and plans for the future, including receiving a sudden windfall. As your life journey progresses, you will need to adapt to an endless list of variables such as:

Guides

An Introduction to Sustainable and Ethical investing

Increased consumer awareness of social and environmental issues has led to increased interest in sustainable and ethical investing, with funds entering the mainstream. Despite greater awareness, there is still some confusion about the terminology associated with this type of investing.

Guides

An Introduction to Life Insurance

Although life insurance probably isn’t at the top of many people’s ‘to do’ list, it’s arguably one of the most important financial products anyone can take out, and one of the best ways of protecting your loved ones financially. This guide explains the different types of cover, how much cover you might need and lists the top tips about life insurance.