Sound Financial Planning Ltd

Independent Financial Adviser  Phoenix House, Essex, SS14 3EZ
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FCA authorised
Last authorised 10th May 2021
YOUR MONEY OR YOUR LIFE - WHICH WILL RUN OUT FIRST? Retirement planning specialists helping business owners, executives and professionals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
MR Andrew Hall Dip PFS
Director
MR Paul Spires CFP
Director
About us

At The Sound Financial Planning Group we specialise in pensions and retirement planning and have the highest level of qualifications to support any advice we give.
We help successful, time poor business owners and executives to become financially well organised. Whether you are looking to exit your business, plan for retirement or protect what you've worked hard for, we can help you take control of your future.
We offer a no cost or obligation discovery meeting.

Our services

We specialise in providing comprehensive, personal advice and wealth management services to a select number of business owners and private clients. Our approach extends beyond traditional financial advice. We help educate and empower you to make life changing decisions; establish your lifestyle goals, then creating a wealth plan to deploy your financial resources, in order to achieve them. We focus on building long-term, collaborative relationships with an emphasis on a personalised service. Our honest straight talking approach will build trust and give you confidence that your personal and financial affairs are in safe hands.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Phoenix House, Christopher Martin Road, Basildon, Essex, SS14 3EZ

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COVID-19 UPDATE - I AM OPEN FOR BUSINESS ONLINE & BY PHONE Advising SME owners and individuals, partnering with you to design and implement a financial plan to suit your life ambitions.