4th March 2010
Our free seminar in March this year was entitled Wealth Creation, Wealth Preservation and Tax Control. Justin Urquhart Stewart of Seven Investment Management was our guest speaker and gave us excellent insight into the state of the UK economy, what the future holds and how we can all position ourselves financially for the recovery. The feedback was, as always, excellent and we would like to thank Justin for taking the time out of his busy schedule to be with us.
"We have been very satisfied clients of Sound Financial Planning for more than 3 years. They are able to look at the whole market for financial products and make impartical recommendations. While Sound do not keep any client moneys they are assiduous in checking that transactions have been carried out correctly. As a retired company secretary, formally responsible for dealing with the business's pension funds, this is a major comfort - large financial institutions can be spectacularly bad at keeping track of money invested with them". David King Retired Company Secretary |
"Paul Spires recently spoke at one of the firm's Working Families Network events for staff. I found Paul to be an engaging speaker who was able to explain the concepts of financial planning in a way that was interesting whilst easy to grasp". Alison Unstead Hogan Lovells International Plc |
Sound Financial Group
Phoenix House
Christopher Martin Road
Basildon
Essex SS14 3EZ
T 01268 567567
F 01268 288366
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