Sweeny Wealth Management

Sweeny Wealth Management offers financial advice to assist clients in making financial decisions. They have over 50 years of combined experience and focus on developing financial plans to meet individual needs.
  • Pensions
  • Protection
  • Equity Release
  • Long-Term Care
  • Savings and Investments
Size
Small
Phone
N/A
Website
sweenywealth.co.uk
Email
N/A
Locations
Poplars, High Rd, CO6 4PE
01787370460
Digital Popularity
Social Media
Company Details
Sweeny Wealth Management is operated by Sweeny Wealth Management Ltd and is a Active company incorporated on 9 November 2016 with the registered office located in Colchester, Suffolk. Sweeny Wealth Management Ltd was registered 8 years ago.
Status
Active
Size
Micro
Directors
2
Age
8 years old
Employees
2
Turnover
Unreported
Total Assets
£45.8K
Cash in Bank
£44.65K
Total Liabilities
-£14.85K
Mr Paul Michael Sweeny
Director • PSC • Financial Adviser • British • Lives in England • Born in Mar 1975
Mrs Sheriee Sweeny
Director • PSC • Paraplanner • British • Lives in England • Born in Jun 1969
More information on Sweeny Wealth Management Ltd
Teams
All
3
Executive
2
Consulting
1
Sheriee Sweeny Dipfa
Director • Joined Nov 2016
Richard Windard
Director • Joined Mar 2020
Paul Sweeny MSC. FPFS
Managing Director And Chartered Financial Planner • Joined Dec 2016
Sheriee Sweeny Dipfa
Director • Joined Nov 2016
Richard Windard
Director • Joined Mar 2020
Paul Sweeny MSC. FPFS
Managing Director And Chartered Financial Planner • Joined Dec 2016