0330 038 8940
Based in Colchester
View locationChecks carried out by VouchedFor
FCA Regulated
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
Paul has received 27 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 27 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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 VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 25 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.
