Sole Bay Financial Planning - Halesworth

About Sole Bay Financial Planning

Located at 2, Sole Bay Financial Planning, Miles Ward Court, Chediston St, Halesworth IP19 8AY, United Kingdom, Sole Bay Financial Planning stands out as a reliable and comprehensive financial planning service. With a phone number 1728768912 readily available, and an accessible website solebayfp.co.uk, this firm ensures that potential clients can easily reach out for advice and guidance.

Key Features and Services

Sole Bay Financial Planning specializes in offering personalized financial planning services, with a particular focus on being a financial planner. Their services are tailored to meet the diverse needs of clients, ensuring that everyone, regardless of their financial background, can receive the support they need.

Accessibility and Inclusivity

• Online Appointments: They offer the convenience of scheduling services online, making it easier for clients to fit financial planning into their busy lives.
• Onsite Services: For those who prefer face-to-face interactions, onsite services are available.
• Wheelchair Accessible: The office is fully accessible, with a wheelchair accessible entrance, parking lot, and restroom, ensuring a comfortable experience for everyone.

Client Reviews and Ratings

Clients have left numerous positive reviews, highlighting the firm's professionalism and clarity in communication. With just 7 reviews on Google My Business, the average opinion stands at a remarkable 5/5. Testimonials suggest a service that is not only professional but also approachable and thorough in explaining complex financial concepts in a language everyone can understand.

Recommendations for Potential Clients

• If you're looking for a financial planner who can demystify financial planning and offer personalized advice, Sole Bay Financial Planning is highly recommended.
• Their online presence and accessibility features ensure that clients from all walks of life can benefit from their services.
• Don't hesitate to book an online appointment or visit in person to discuss your financial future. Their commitment to making financial planning accessible and understandable is truly commendable.

Contacting Sole Bay Financial Planning

To take the first step towards securing your financial future, consider reaching out through their website solebayfp.co.uk or by giving them a call at 1728768912. Their welcoming and inclusive environment, combined with their expert financial planning services, makes them a standout choice for anyone seeking to plan their financial path with confidence.

Don't wait to plan for your financial future. Visit Sole Bay Financial Planning today and take advantage of their expertise to guide you towards a secure and prosperous tomorrow.

👍 Reviews of Sole Bay Financial Planning

Andrea O.

5/5

A truly relaxed, informative and professional service provided by Sam and Chris with everything explained in a language everyone can understand. We feel confident in moving forward to plan the right financial future for our family, we thoroughly recommend them.

Jocelyn A.

5/5

Chris May has provided me with reliable and informed advice on my financial investments for years. He is always available to discuss existing and future plans, identify contingency considerations where necessary and gives me the reassurance that, via SJP, my funds are in safe hands. He is friendly and professional throughout our meetings, will analyse various options to help make optimum investment decisions and facilitate the process smoothly once they are made. Chris and Sam are a good team. I have no hesitation in recommending them.

Jack C.

5/5

My future wealth/retirement was a recurring concern for me having recently turned self-employed. Therefore, I turned to Sole Bay Financial Planning for advice.
Their consultant Sam provided a fantastic service from arranging the meetings to procuring a personal financial forecast.
The data revealed the importance for me to invest with their SJP product. Sam conveyed the information across in a clear, concise way for my own clarity.
I have control and flexibility over my pension plan; furthermore, a long term relationship with Sole Bay Financial Planning through annual review meetings to monitor my investment/make any necessary alterations.
A commendable, hassle free experience.

Anna H.

5/5

Have been with Sole Bay Financial Planning now since 2022 and can highly recommend. Sam May is efficient, knowledgeable and always available when needed.

Annette L.

5/5

I have been extremely satisfied with the help and advice, and grateful for the personalized service that takes fully into account my values and perspectives. Highly recommended!

Worzel C.

5/5

Very informative and helpful I think that my money is in very safe hands.

Dave P.

5/5

We are both really please and would recommend the team to anyone for professional great friendly service.