Testimonials
Reliable, efficient & personable
“I was about to retire and I wanted to ensure that my financial planning was undertaken as effectively as possible. Paul took time to understand our financial position short and long term financial goals. Paul has proven to be both reliable and efficient as well as being very personable to work with.”
Friendly, patient, reassuring
“I wanted to make sure I was able to achieve my goals for the future and plan appropriately for retirement having neglected this previously. Paul was very patient and helpful in explaining my situation to me. He has helped me to understand what I need to do for my retirement and made my financial situation clearer to.”
Advice was clear and concise
“I am very pleased with the outcome, the advice was clear and concise. Paul had understood what I wanted from the products I was looking for and was able to deliver this to me and explain to me how it had been achieved. It is obvious to me that Paul enjoys what he does and it came across in his efforts and his presentation.”
Here to help
We help our clients to achieve their financial goals. Our approach is straightforward. You tell us about your current situation, your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please call
01787 370460, or email paul@sweenywealth.co.uk