Paul Sweeny

Paul Sweeny

Sweeny Wealth Management Ltd

Minimum savings/pensions: Any amount

0330 038 8940
Based in Colchester
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Verified since: June, 2019

4.9 out of 5

150 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 05 January 2026

    Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 27

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 27 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 23 November 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 27

    Qualifications Uploaded

    27 qualification certificates available to view

    Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Paul has provided information on their typical fees

    Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 25

    Positive First Impressions

    96% of users who are not yet clients had a positive first experience with Paul

    96% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 25 first impressions)

Paul is the Managing Director of Sweeny Wealth Management, a specialist independent financial advice firm based near Colchester. Paul is a Chartered Financial Planner, a Fellow of the Personal Finance Society and holds a Master's degree in Financial Planning and Business Management. He specialises 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. Paul has been awarded Vouchedfor UK Top Rated Adviser Status, as distributed in The Times and The Telegraph for 6 consecutive years (2020–2025). He is SOLLA (Society of Later Life Advice) accredited adviser and the Co-Chair of Sudbury & South Suffolk Citizens Advice.