Sound Financial Planning Group – Financial Planners

Sound Financial Planning Group provides bespoke financial solutions built upon the foundations of integrity and trust. Set up with a clear vision of providing financial planning, wealth management and the highest possible service standards for every client, they are now one of the leading financial planning firms in our region. Based in Essex, the business is independently owned and is accredited by The Institute of Financial Planning (IFP) the leading professional body in the Financial Planning community.

The Sound Financial Planning team have an impeccable track record, a refreshing approach to financial advice and a wealth of experience in dealing with business owners, senior executives and members of their professions. This enables us to offer our own clients peace of mind when it comes to accessing services including:

  • Lifestyle Financial Planning
  • Pre, at and post – Retirement & Pension Planning
  • Investment Strategy
  • Business and Personal Protection
  • Estate Planning
  • Inheritance Tax mitigation

Below is a link to a collection of client case studies which we hope will prompt you to find out more. To book your no obligation, free initial meeting, please use any of the contact details below quoting CONSORT as your reference

T: 01268 567567
F: 01268 288366