Sheriee Sweeny DipFA

Hi, I'm Sheriee, 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 began my career in financial services with NatWest Bank and remained there for over 25 years undertaking a variety of roles including Branch Manager, Private Banking Manager & Business Development Manager, as well as serving as an Ambassador for Women in Business.

I am a member of the Chartered Insurance Institute (CII) and a Certified Financial Administrator & Paraplanner. I have also attained my Diploma in Financial 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

Here are some topical news articles that 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.

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.

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.

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 Retirement Planning

Retirement planning involves visualising your key goals for your retirement years and setting up a plan to help you achieve those goals through financial planning.

Guides

An Introduction to Inheritance Tax

The Inheritance Tax Guide explains the importance of obtaining expert advice to allow assets to be passed on as intended. It explains the current IHT threshold, main residence nil-rate band, the use of IHT-free gifts and the seven year rule. A useful ‘top tips’ page is also included.

Guides

An Introduction to Investing for Children

We all want our children to have the best possible start in life. But how best to achieve it? Investing offers the potential for strong returns, especially if you start early. This guide considers the options, highlighting the importance of assessing your objectives, making an investment plan and suggests the top tips for investing for maximum tax-efficiency.

Guides

An Introduction to Intergenerational Financial Planning

The generational wealth gap has become all too clear, the baby boomer generation now hold around 80% of all UK private wealth, while today’s younger generation face significant obstacles to accumulating wealth.