Sound Financial Planning
Sound Financial Planning is a company based in Basildon, England that provides a wide range of financial services to businesses and individuals. Their team of experts includes acoustical consultants, business management consultants, economic consultants, financial consultants, investment banks, marketing consultants, private equity firms, tax preparers, and more. In addition to financial services, they also offer meeting planning services and business-to-business services. Sound Financial Planning is dedicated to helping their clients achieve their financial goals and providing top-notch customer service.
Introduction to Sound Financial Planning
Sound Financial Planning is a financial institution located in Basildon, England. Established in 2005, the company aims to provide clients with a unique and personalized approach to financial planning. The company's background is rooted in the expertise of its team, which comprises of professionals from various industries such as marketing, business management, and economic consulting.Services & products
Sound Financial Planning offers a range of services to its clients, including tax preparation, investment services, and meeting planning services. The company's financial consultants assist clients in developing long-term financial plans to achieve their goals. Additionally, the company offers private equity firms and investment banks services to support their financial management.Location
Sound Financial Planning is located in Phoenix House, Christopher Martin Rd, Basildon SS14 3EZ, United Kingdom. The area is well-known for its modern business environment, with businesses ranging from acoustical consultants to building and construction companies. The location is easily accessible by public transportation, with the three closest options being Basildon station (1.5 miles away), Laindon station (1.8 miles away), and Pitsea station (2.2 miles away).Benefits
Sound Financial Planning differentiates itself from competitors by offering personalized financial planning services that cater to each client's specific needs. The company's team of experts has a strong background in various industries and uses a holistic approach to financial planning. The company also provides investment services, which help clients maximize their returns.Good to know
Clients should be aware that Sound Financial Planning is a reputable financial institution with a strong track record of success. The company prides itself on providing clients with objective advice and recommendations that are in their best interest.Reviews
Clients have praised Sound Financial Planning for its personalized approach to financial planning. The company's team of experts is highly knowledgeable and provides clients with comprehensive advice and support. Clients have also appreciated the company's investment services, which have helped them achieve their financial goals.Amenities
-
financial planning -
tax planning
-
insurance services
-
wealth management
FAQ
What types of events do you specialize in planning?
We do not specialize in event planning. Our expertise lies in financial planning and consulting services for businesses and individuals.What specific areas of business management do you specialize in?
We specialize in various areas of business management, including financial planning, marketing, and economic consulting.What is your experience and expertise in addressing noise control and soundproofing for different types of buildings and environments?
We do not specialize in acoustical consulting or soundproofing. Our focus is on financial planning and consulting services for businesses and individuals.How will you tailor your services to meet my specific financial goals and needs?
We will work closely with you to understand your specific financial goals and needs, and tailor our services accordingly. Our team of financial consultants has the expertise to create customized plans that help you achieve your financial objectives.What is the typical timeline for a private equity investment, from acquisition to exit?
The timeline for a private equity investment can vary depending on the specific investment and market conditions. Generally, private equity investments are long-term investments with a typical holding period of 4-7 years before an exit is made. However, this timeline can vary depending on the investment strategy and objectives. Our private equity firm can provide more information about the typical timeline for our investments.Reviews
-
Jim Lynch
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.
29-01-2023
-
Shaun McManus
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.
29-08-2022
-
Andy Lee
Recommended by a friend. The Sound team provided great, friendly and professional advice to help with financial and legal planning. This included inheritance, investment, tax, retirement, wills and other legal services. Many thanks.
29-07-2022
-
Adrian Houslop
29-07-2022
-
Dennis Murphy
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
29-06-2022
-
Alan Phillips
Knew Paul Spires from his Prudential days but in 1998 my wife Jan was made redundant and used Sound Financial to invest her tax free sum which made 40% by 2004 when i to was made redundant and aged 55 could take my pension at the same time Sound used a company called Transact to invest our monies in two pots one for each of us and the monies have grown ever since and at Annual review each year we are shown to be Financially secure to an age of 102 All the staff have been polite and helpful over the 24 years and i suggested Sound to a work colleague just before i left in 2004 and he is still using them today Would personally recommend Sound Financial
29-05-2022
-
Ewen Crosbie
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.
29-05-2022
-
Chris & Wendy Balaam
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.
29-05-2022
-
Caroline Appleyard
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.
29-05-2022
-
Sarah Wilkinson
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.
29-05-2022
