Sole Bay Financial Planning - Halesworth

Sole Bay Financial Planning, located at Address: 2, Sole Bay Financial Planning, Miles Ward Court, Chediston St, Halesworth IP19 8AY, United Kingdom, is a renowned financial planning firm dedicated to helping individuals and businesses achieve their financial goals. With a phone number: 1728768912 and website: solebayfp.co.uk, they provide expert financial planning services.

One of the main specialties of Sole Bay Financial Planning is being a financial planner, offering tailored advice and strategies to meet the unique needs of each client. They focus on building long-term relationships with their clients, ensuring their financial plans evolve and adapt as their clients' lives change.

Sole Bay Financial Planning offers several convenient features, such as online appointments for clients who prefer virtual meetings and onsite services for those who prefer in-person consultations. The facility is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom, catering to clients with mobility challenges.

Additionally, the company has received numerous positive reviews, with a average opinion: 5/5 from six reviews on Google My Business, highlighting their exceptional customer service, expertise, and dedication to clients' financial success.

Reviews of Sole Bay Financial Planning

Andrea O'Connor

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 Abel

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 Cuthbert

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 Hadfield

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 Lanjouw

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 Carwardine

5/5

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