
Paul Sweeny MSc. FPFS
World Professional Snooker Player

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About me
Chartered Independent Financial Adviser | Fellow of the Personal Finance Society | Co-Chair Sudbury & South Suffolk Citizens Advice | Vice Chair STEP Suffolk and North Essex Branch
Education

Associate Partner Practice, St. James's Place Wealth Management
-
Chartered Insurance Institute
2010 - 2016Professional Qualifications - Degree Equivalent Financial Planning and Services
CFA Institute
2017 - 2018Investment Management Certificate
Bexleyheath School
1986 - 199312 GCSEs Grades A-C & 3 'A' Levels in Geography, History & Politics

The Manchester Metropolitan University
2017 - 2018Master's degree Financial Planning and Services Distinction
The Manchester Metropolitan University
-Master's degree Financial Planning and Business Management
Experience
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World Professional Billiards and Snooker Association (WPBSA)
Sept 1993 - May 2008World Professional Snooker Player
Welling Snooker Club
Aug 1999 - Sept 2003Owner
Kent Probation Service
Feb 2006 - Jan 2009Board Member
Co-operative Insurance Services
May 2010 - May 2011Financial Adviser
Fairey Associates Limited
May 2012 - Sept 2014Independent Financial Adviser
St. James’s Place Wealth Management
Sept 2014 - Dec 2016Business Risk Manager
Sweeny Wealth Management Ltd
Dec 2016 - nowManaging Director and Chartered Financial Planner
Citizens Advice
Jan 2021 - nowCo-Chair Sudbury & South Suffolk Citizens Advice
Licenses & Certifications

Level 4 in Discretionary Investment Management
Chartered Insurance InstituteJan 2013
MSc. in Financial Planning and Business Management
The Manchester Metropolitan UniversityFeb 2019
Fellow of the Personal Finance Society
Chartered Insurance InstituteFeb 2016
Level 3 Certificate in Equity Release
Chartered Insurance InstituteMay 2012
Level 3 Certificate in Mortgage Advice
Chartered Insurance InstituteMay 2010
Level 4 Diploma in Regulated Financial Planning
Chartered Insurance InstituteSept 2012
Level 6 Advanced Diploma in Financial Planning
Chartered Insurance InstituteDec 2015
Level 3 Certificate in Life & Pensions
Chartered Insurance InstituteFeb 2012
Level 3 Certificate in Financial Planning
Chartered Insurance InstituteMar 2010
Level 3 Award in Long Term Care Insurance
Chartered Insurance InstituteJun 2012
Honors & Awards
- Awarded to Paul Sweeny MSc. FPFSMSc. in Financial Planning and Business Management Manchester Metropolitan University Feb 2019 I have achieved a 'Distinction' in my MSc. in Financial Planning and Business Management from Manchester Metropolitan University.
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