Sound Lecture at Colchester Institute

Sound have recently ran a workshop for students at Colchester Institute to demonstrate to students the value of Financial Planning and Wealth Management. Feedback has been extremely positive and we are proud to be able to instil knowledge and understanding of the financial planning world to the next generation.

Aspirations in Business

Sound Financial Planning was immensely proud to be part of the IOD's Aspirations in Business event held at Colchester's 'Firstsite' last week. The event, designed to inspire and guide the entrepreneurs of tomorrow was packed full of enthusiastic year 12 & 13 students from local schools and collages, fantastic speakers and prestigious business owners from throughout Essex.

Those involved were entertaining, inspiring and motivational, and the speakers weren't bad either. It was a pleasure to hear the business ideas of the students and we wish them all the best for their future ventures.

Speakers

Aspirations in Business Speakers

PS_Presentation

Paul Spires during his presentation

Sound Financial Planning Sponsors Aspirations in Business Event

Sound Finanical Planning is delighted to be sponsoring the Institute of Directors 'Aspirations in Business Conference'. We are proud to be supporting the next generation of young entrepreneurs and wish them every success in the future.

Paul Spires Speaks at Top London Law Firm

Paul Spires was the guest speaker at Hogan Lovells Solicitors in London on 6th April during the firm's diversity week.

Paul's informative presentation explained how and why consumers have been badly served by the financial services industry, what financial planning is really about and provided an insight into how attendees could plan to achieve financial independence and security for themselves.

To find out the best way for you to achieve financial independence and security contact the office on 01268 567567 alternatively complete our enquiry form and a member of the team will contact you.

Pension's Legislation Updates for Lawyers & Accountants-Briefing Workshop Announced

Our latest Professional Briefing Workshop for Accountants and members of the Legal profession has been announced for May 10th. The session will cover updates to pension’s legislation including:

•    The new contribution limits and the return of ‘carry forward’
•   Tax relief on contributions and how this now works in practice
•   How the new ‘drawdown’ rules can be used to extract much higher
      levels of income
•   Why more Directors should now consider ‘scheme pension’ over
      traditional drawdown
•   The new lifetime limit and how clients can protect themselves from it
•   Changes to death benefits and the Inheritance Tax regime

We are delighted to be joined on the day by Nathan Bridgeman, Director of Pension Consultancy at Talbot & Muir who are leading SSAS & SIPP Administrator & Trustee provider.

This is a breakfast seminar – to book please contact us.

Changing the way financial advice is given to consumers

Financial Planning that makes sense

Institute of Directors (Essex) Seminar

Paul Spires was a guest speaker at the above event on October 21st 2010 and spoke in relation to 'The Dysfunctional UK Financial Advice Model' how consumers have been let down by it and how they can get better quality advice.

This was followed by another excellent presentation from Justin Urquhart Stewart of Seven Investment Management who gave the attendees his forthright opinions on how the recssion would play out in the UK and Globally. This was followed by a session on how Financial Planning in the UK is changing to the benefit of consumers and how family money should be looked after.

Helping you make the most of your pensions - Peace of mind retirement

Sound on the BBC

Paul Spires appeared on BBC Essex on October 4th 2010 to discuss the Panorama programme that was to be shown that evening on BBC 1. The programme highlighted the high charges being levied by the Pensions industry and how this can eat into consumers long-term retirement funds. Paul gave his view on this problem, which is much bigger than just Pension funds and extends to all forms of collective investment.

Paul Spires was again a guest on BBC Essex on January 26th 2011 and discussed the latest inflation figures, what this means to people who are living on fixed incomes and how consumers can obtain a better return on their capital whilst interest rates remaining very low.

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