Quote of The Week

You are only as good as your last customer!

Networking Tip of The Week

Become a good listener

Paul Sweeny – Sweeny Wealth Management
(Associated to St James’s Place)

As a Chartered Financial Planner and a Fellow of the Personal Finance Society I am committed to delivering bespoke financial planning advice to my clients on a face-to-face basis combined with excellent levels of service.

My emphasis is on developing and maintaining long-term relationships with my clients, providing them with a source of trusted advice as their needs evolve over the years.

Based in Haverhill, Suffolk, I work with clients throughout London, the Home Counties and East Anglia, advising private individuals and their families, business owners, corporate entities and trustees.

Prior to joining the financial services industry, I spent my career playing professional sport and also as a business owner. Consequently, I have now established many working relationships with individuals within these sectors due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.

My specialisms are in investments, reviewing previous pension arrangements, divorce, estate planning and corporate financial advice.

If you need financial advice please do get in touch today.

Paul Sweeny

Sweeny Wealth Management

(Associated to St James’s Place)

As a Chartered Financial Planner and a Fellow of the Personal Finance Society I am committed to delivering bespoke financial planning advice to my clients on a face-to-face basis combined with excellent levels of service.

My emphasis is on developing and maintaining long-term relationships with my clients, providing them with a source of trusted advice as their needs evolve over the years.

Based in Haverhill, Suffolk, I work with clients throughout London, the Home Counties and East Anglia, advising private individuals and their families, business owners, corporate entities and trustees.

Prior to joining the financial services industry, I spent my career playing professional sport and also as a business owner. Consequently, I have now established many working relationships with individuals within these sectors due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.

My specialisms are in investments, reviewing previous pension arrangements, divorce, estate planning and corporate financial advice.

If you need financial advice please do get in touch today.

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