Professional Briefing Workshop
Our latest Professional Briefing Workshop for Accountants and members of the Legal profession has been announced for September 7th. The session will cover updates to legislation affecting Inheritance Tax mitigation and estate planning as well as what’s new in the Pensions arena, given the new Government’s desire to make things simpler and more transparent. This is a breakfast seminar – to book please contact 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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