Paul Fpfs Email
Co-Founder of Sweeny Wealth Management and Chartered Financial Planner @ Sweeny Wealth Management Ltd
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Paul Fpfs Location
- Leavenheath, England, GB
Paul Fpfs Work
- 2016 -now Co-Founder of Sweeny Wealth Management and Chartered Financial Planner @
- 2021 -2026 Co-Chair and Trustee of Sudbury and South Suffolk Citizens Advice @
- 2014 -2016 Business Risk Manager @
- 2012 -2014 Independent Financial Adviser @
- 2010 -2011 Financial Adviser @ Co-operative Insurance Services
- 2006 -2009 Board Member @ Kent Probation Service
- 1993 -2008 World Professional Snooker Player @ World Professional Billiards and Snooker Association (WPBSA)
- 1999 -2003 Owner @
Paul Fpfs Education
- CFA Institute
(Investment Management Certificate)
2017-2018 - Chartered Insurance Institute
Professional Qualifications - Degree Equivalent (Financial Planning and Services)
2010-2016 - University of Greenwich 1996-1999
- Bexleyheath School 1986-1993
- Associate Partner Practice, St. James's Place Wealth Management
- The Manchester Metropolitan University
Master's degree (Financial Planning and Business Management)
Paul Fpfs Skills
- Personal Financial Planning
- Investments
- Wealth
- Financial Services
- Wealth Management
- Preparation of Wills
- Self Invested Personal Pension Sipp
- Investment Advisory
- High Net Worth Individuals
- Marketing Strategy
- Financial Markets
- Financial Risk
- Pension Funds
- Wealth Management Services
- Protection
- Investment Management
- Fixed Annuities
- Financial Advisory
- Financial Planning
- Income Protection
- Management
- Project Management
- Risk Management
- Insurance
- Portfolio Management
- Asset Management
- Personal Finance
- Estate Planning
- Retirement
- Strategic Financial Planning
- Microsoft Office
- Retirement Planning
- Finance
- Pensions
- Inheritance Tax Planning
- Investment Strategies
- Self Invested Personal Pension
- Wealth Accumulation
Paul Fpfs Summary
- Paul Fpfs, based in Leavenheath, England, GB, is currently a Co-Founder of Sweeny Wealth Management and Chartered Financial Planner at Sweeny Wealth Management Ltd. Paul Fpfs brings experience from previous roles at Citizens Advice, St. James’s Place Wealth Management, Fairey Associates Limited and Co-operative Insurance Services. Paul Fpfs holds a 2017 - 2018 CFA Institute. With a robust skill set that includes Personal Financial Planning, Investments, Wealth, Financial Services, Wealth Management and more. Paul Fpfs has 1 emails on RocketReach.
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Top Sweeny Wealth Management Ltd Employees
Paul Fpfs
Co-Founder of Sweeny Wealth Management and Chartered Financial Planner
Leavenheath, England, GB
Sheriee Dipfa
Director
Leavenheath, England, GB
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