Sweeny Wealth Management Ltd
3 Fortress Fields
Great Waldingfield
Sudbury
Suffolk
CO10 0FF
We are an experienced team of financial planners advising individuals, families, trustees and business owners throughout the South-East and East Anglia on pensions, investments, estate planning and equity release.
Sweeny Wealth Management was 'Highly Commended' at the Retirement Planner Awards 2018 in the category of 'Best Individual Pensions Advice Firm of the Year - South East and East Anglia Region'.
We are a SIFA Professional Firm (SIFA Professional is a select panel of IFAs endorsed by the Law Society) and we are also affiliate members of the Society of Trust and Estate Planning Practitioners (STEP) and Resolution.
We have been identified as a UK Top Rated Adviser 2020 by the independent review website 'Vouchedfor.co.uk'
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Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.