0330 038 8940
Based in Colchester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2019
4.9 out of 5
Checks 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 April 2025
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
31
Recent Client Reviews
Paul has received 31 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 31 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: 24 November 2024
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
22
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 22 first impressions)
95% of users who are not yet clients had a positive first experience with Paul
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 22 first impressions)
Checks 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 April 2025
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
31
Recent Client Reviews
Paul has received 31 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 31 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: 24 November 2024
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
22
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 22 first impressions)
95% of users who are not yet clients had a positive first experience with Paul
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 22 first impressions)
Paul is the Managing Director of Sweeny Wealth Management, a boutique wealth management firm based in Leavenheath, Suffolk (just outside of Colchester), advising high net worth clients with over £250,000 in investible assets and/or annual earnings in excess of £100,000 per annum. 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 an affiliate member of STEP (Society of Trust and Estate Planning). He is also the Co-Chair of Sudbury & South Suffolk Citizens Advice.
Offers available through VouchedFor
Contact Paul through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Paul's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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Adviser Disclaimer
Investments - Past performance is not a reliable indicator of what might happen in the future. The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.