Sound Financial Planning - Basildon

Address: Phoenix House, Christopher Martin Rd, Basildon SS14 3EZ, United Kingdom.
Phone: 1268567567.
Website: soundfp.co.uk
Specialties: Financial planner, Business management consultant, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointment required.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Sound Financial Planning

Sound Financial Planning Phoenix House, Christopher Martin Rd, Basildon SS14 3EZ, United Kingdom

☎️1268567567

⏰ Open Hours of Sound Financial Planning

Monday: 8:30 am–4:30 pm
Tuesday: 8:30 am–4:30 pm
Wednesday: 8:30 am–4:30 pm
Thursday: 8:30 am–4:30 pm
Friday: 8:30 am–4:30 pm
Saturday: Closed
Sunday: Closed

Sound Financial Planning: A Comprehensive Overview

Sound Financial Planning is a distinguished financial services firm dedicated to providing comprehensive and personalized financial guidance. Located at Phoenix House, Christopher Martin Rd, Basildon SS14 3EZ, United Kingdom, the firm operates with a commitment to transparency, integrity, and client success. With a dedicated team of experienced professionals, Sound Financial Planning specializes in Financial planning, Business management consulting, and Investment services, catering to a diverse clientele with varying financial needs and aspirations. The firmâs dedication to accessibility is evident in its provision of Online appointments, alongside convenient On-site services.

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Services Offered

Sound Financial Planning offers a broad spectrum of services designed to address the multifaceted aspects of personal and business finance. These services include:

Retirement Planning: Assisting clients in developing sustainable retirement strategies, considering factors such as income, expenses, and investment goals.

Investment Management: Providing tailored investment portfolios designed to align with individual risk tolerance and financial objectives.

Financial Planning for Business Owners: Offering strategic guidance on business financial management, including cash flow analysis, budgeting, and tax planning.

Estate Planning: Helping clients structure their assets and affairs to ensure a smooth and efficient transfer of wealth.

Tax Planning: Implementing tax-efficient strategies to minimize tax liabilities and maximize after-tax returns.

The firm's approach is rooted in a deep understanding of the unique challenges and opportunities faced by each client. They emphasize a collaborative partnership, ensuring clients are actively involved in the decision-making process.

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Accessibility and Facilities

Sound Financial Planning is committed to providing a welcoming and accessible environment for all clients. The office at Phoenix House boasts several key features to enhance the client experience:

Wheelchair-accessible car park and Wheelchair-accessible entrance.

Wheelchair-accessible toilet facilities, demonstrating a commitment to inclusivity.

A dedicated toilet facility.

The firm is proudly LGBTQ+ friendly, fostering an environment of acceptance and respect.

Appointments are required to ensure personalized attention and efficient service. Clients can schedule appointments via phone or online through their website. The firmâs operational excellence is further underscored by its consistently positive Average opinion: 5/5, reflecting client satisfaction with the services provided.

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Client Testimonials (Representative)

Clients frequently highlight the firmâs open and honest communication style. One client reported that the team took the time to thoroughly assess their retirement plans and provided clear, actionable advice. Another emphasized the value of the âquick winsâ â easily implementable strategies that yielded immediate positive results. These experiences underscore the firmâs commitment to delivering tangible value to its clients, going beyond simply offering theoretical solutions. The teamâs proactive approach, including the initial information gathering and subsequent signposting of practical steps, is consistently praised for its efficiency and effectiveness. The dedication to providing tailored solutions, combined with a transparent and approachable demeanor, contributes significantly to the positive client experience.

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Contact Information

For inquiries or to schedule an appointment, please contact Sound Financial Planning:

Phone: 1268567567

Website: soundfp.co.uk

Address: Phoenix House, Christopher Martin Rd, Basildon SS14 3EZ, United Kingdom

Sound Financial Planning currently maintains 11 reviews on Google My Business, offering potential clients a window into the experiences of others. The firmâs commitment to accessibility, combined with its expertise and dedication to client success, positions it as a reliable and trusted partner for all financial needs. It strives to build long-term relationships based on trust, transparency, and a shared commitment to achieving financial goals. The proactive nature of their advice and the time invested in understanding each client's specific circumstances are key differentiators.

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👍 Reviews of Sound Financial Planning

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.

Ewen C.

5/5

I first approached Sound Financial following a recommendation from my solicitor. They helped me initially to help resolve finances related to a divorce, and now support me with my private pension ensuring I get the best out of it in the most tax efficient way.
I find all the team friendly and supportive and feel that they are genuinely looking after me as best they can. The atmosphere is informal but also very professional. A great combination in my mind!
If anyone feels the need for some financial guidance I would not hesitate to recommend and initial discussion with the team. If they cannot help you, they will tell you, If they can help you then they will walk you through the process and give you the best options to choose from, still leaving you in control of your own money.

Shaun M.

5/5

We bit the bullet and took professional financial advice about 25 years ago from Sound Financial Planning, and this was one of the best Life decisions my Wife Paula and I, ever made. The cost of this advice over the years has been paid back in spades over and over. We have also been secure even in the tough cash flow times in the knowledge that we were insured for almost any disaster that might strike us and our family.
As it worked out fortunately we have yet to need these insurances, but now will reap the benefits of excellent pension guidance and investment support that has for us shown better returns than most of our friends who managed their own affairs over the years without advice.
If I was advising my old self of 25years ago should I seek this sort of advice and financial partnership? I would say can you afford not to? A little investment today in great advice will pay dividends in the future and the peace of mind for financial security and awareness of any risk helps you sleep sound despite the challenges life throws at you. Thanks for our Sound Future.

Dennis M.

5/5

I went to sound with two different company pensions and no idea what to do with them
I like the idea that a pension pays you an amount of money each month guaranteed for you life, But! I didn't like the fact that when you die your spouse only receives half of the figure and if you both die the pension fund keeps the lot
I met Andrew Hall, he outlined what was the best route to take for me and my wife, there is an initial cost and a retainer , however this is far outweighed by peace of mind at how my pension is now being managed and my wife will still get a full pension should I pass
My investments through Sound, have easily covered any costs involved

Jim L.

5/5

In my home of Liverpool "sound" is a high compliment indeed. Sound Financial Planning are sound. I've received excellent pension and other financial advice in a friendly, professional and jargon free way.

Sarah W.

5/5

I first approached Sound Financial Planning in 2009 when I started a family and needed to invest for the future. Since then Paul and his team have always been there to support us, and that help has always been consistent. Financial matters can be confusing but SFP make it so much easier by explaining things in simple terms without trying to bombard you with jargon and then over complicating things. I have never been afraid to ask a question and if it hasn't made sense then they explain it with understanding and patience. Investing can be up and down but one thing that SFP have taught me is not to panic. That has been a big piece of advice and they are very good at it. I would not hesitate in recommending them to anyone, so if you are looking for someone to trust with your future, you should contact Paul and team before doing anything.

Caroline A.

5/5

I was introduced to Paul at Sound a few years ago for my future financial planning. I am glad I decided to let Paul and the team assist me in my future plans and would recommend them without hesitation.