Sound Financial Planning - Basildon

Sound Financial Planning es una empresa líder en asesoramiento financiero y consultoría de gestión empresarial con sede en Phoenix House, Christopher Martin Rd, Basildon SS14 3EZ, United Kingdom. Pueden contactarlos al tel: 1268567567 o visitar su sitio web en soundfp.co.uk.

Esta empresa se especializa en servicios de planificación financiera, consultoría de gestión empresarial y servicio de inversión. Sus servicios están disponibles para personas y empresas que buscan optimizar sus finanzas y alcanzar sus objetivos económicos.

Características clave

• Asesoramiento financiero personalizado
• Consultoría de gestión empresarial
• Servicio de inversión
• Apoyo en la planificación financiera
• Asistencia en la gestión de finanzas
• Análisis de mercado y tendencias financieras
• Creación de planes financieros personalizados
• Mantenimiento y revisión de planes financieros

Sound Financial Planning cuenta con una reputación de excelencia y ofrece servicios de alta calidad a sus clientes. Su equipo de expertos es capacitado para brindar asesoramiento financiero y consultoría de gestión empresarial personalizados, asegurando que cada cliente reciba un servicio único y efectivo.

Servicios adicionales

• Horarios de cita online
• Servicios en sitio
• Estacionamiento para personas con silla de ruedas
• Acceso accesible para personas con silla de ruedas
• Toilettes accesibles para personas con silla de ruedas
• Toilet
• Friendly para la comunidad LGBTQ+
• Citas recomendadas

Sound Financial Planning tiene 17 reseñas en Google My Business, con una calificación promedio de 5/5. Esto demuestra la satisfacción de sus clientes con los servicios que ofrece.

Otras opciones

Para obtener más información o programar una cita, visite el sitio web de Sound Financial Planning o llame al tel: 1268567567.

👍 Reviews of Sound Financial Planning

Richard L.

5/5

My wife and I have been clients of SF for some 15 years or so now.
From the very beginning we have found Paul Spires & his team, completely professional, efficient and very financially experienced. They have also given our adult children & other friends invaluable, practical, financial guidance.
They carefully evaluate your financial position, lifestyle aspirations, and individual risk profiles to ensure you know exactly where you stand going forward.
We have always been treated as valued clients, and have appreciated the detailed explanations and helpful recommendations that have been provided over the years.
Paul is thoughtful, kind & empathetic and, as far as I’m concerned, totally trustworthy. He would always be my first port of call for any financial query that may arise. We would recommend both Paul personally & SF generally without hesitation.

David B.

5/5

My wife and I have been clients of Sound Financial for 18 years.Throughout our dealings with Paul and his team we have always found them to be highly professional, extremely efficient coupled with a caring friendly approach.
The advice provided has been clearly stated with very effective results. We would have no hesitation in recommending Sound Financial to others seeking financial advice.

Paul G.

5/5

My husband was approaching retirement and we felt we needed some financial advice on how to manage his pension pot. We both took early retirement so state pensions weren’t going to kick in for a few years.
Having met Andrew at Sound Financial we knew we’d found the right people. The whole team has been fantastic in helping us make the most out of our pension pot and we have full confidence in what they do. Lots of very useful advice and ideas and they really listen to you and what you want to achieve and it is delivered in a way that even I can understand! Thanks Sound Financial

Lesley L.

5/5

We have been with Sound Financial for about 17 years and have always found Paul and team very professional and helpful. You are treated like a valued client and nothing is too much trouble. Everything is clearly explained so that you feel they are doing their best for you.
If you need financial advice don’t hesitate to contact them.

Steven C.

5/5

My wife and I contacted Sound Financial to discuss our retirement plans. Andrew and his team were refreshingly open and honest about whether we would significantly benefit from entering into a formal plan with his company. Even so, the time they set aside (1) to gather information, and (2) to meet with us and signpost a number of "quick wins" that we could manage ourselves was time very well spent from our point of view, if not theirs! Based on this experience, I'd have no hesitation in recommending others to bear them in mind.

Chris &. W. B.

5/5

We were recommended to Sound as I started to plan for my retirement. I had a few different pensions and then a small inheritance, and had very little financial expertise of my own in this highly complex area. After a very thorough review of our short and long term objectives, our annual budget and our regular expenses, Sound recommended a profile to suit our appetite for risk and set up the pension platform accordingly. We conduct an annual meeting to discuss performance and to review our objectives but we are also able to ask questions if anything material changes. We now have complete confidence that our financial affairs are in safe hands.

Mark A.

5/5

My wife and I have worked with Andy and the team since 2019. A professional approach and caring attitude always on hand to advise. No problem recommending SF. 😃

Julia B.

5/5

Wonderful service in a friendly atmosphere. I would highly recommend using this company for your pension.