Company Information

Get to know Sweeny Wealth Management Ltd

Sweeny Wealth Management Ltd is a London-based financial advisory practice that provides bespoke wealth management and financial planning services. As a Senior Partner Practice of St. James’s Place Wealth Management, a FTSE 100 company, they focus on building long-term, trusted relationships with clients to help them achieve their financial goals. Their services cover investment management, retirement planning, estate and inheritance tax planning, and personal/business protection. The advice they provide is guaranteed by St. James's Place when recommending any of the wealth management products and services available from companies in the group.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Sweeny Wealth Management Ltd

United Kingdom

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.