SOUND FINANCIAL GROUP 2012 EVENTS CALENDAR

I have pleasure publishing our 2012 Events Calendar for your reference; further details of these events will be available in due course. Should you have any comments or queries relating to any of these events please contact us.

SOUND FINANCIAL GROUP ANNUAL GOLF DAY 

We recently hosted our Annual Golf Day at Ballards Gore Golf Club and what a fantastic day it was! Good Golf, good company and good food, what more could you ask for?    

We would like to take this opportunity to extend our thanks to all those in attendance, especially Mike Brace CBE, whose witty speech topped off the evening perfectly and we were able to raise £1176 for the Primary Club charity!

WEALTH CREATION, WEALTH PRESERVATION & TAX CONTROL - October 11th 2010

 Following on from the success of our March seminar once again we heard an excellent, witty and entertaining presentation from Justin Urquhart Stewart, who highlighted the state of the Global and UK economies and gave his forthright opinion of how the recovery would take shape. Clients and attendees were brought up to date with the latest legislative changes affecting Pensions and tax and how they can begin to plan to keep more of what they earn and plan for their financial futures.

WEALTH CREATION, WEALTH PRESERVATION & TAX CONTROL - March 2010

Sorry you may have missed it! Justin Urquhart Stewart of Seven Investment Management was our guest speaker and gave us an excellent insight into the state of our economy today.

On the day we were able to guide our clients on how to make best use of their wealth and plan for the future using core tax planning strategies.

"Thank you so much for a truly informative seminar. I thought that the information provided was not only relevant, but also put across in a manner that I could comprehend. This seminar has really opened my eyes and made me realise that I need to plan for my future." Sarah Hooper, CEO, Iuvo Marketing Ltd