Sole Bay Financial Planning - Halesworth

Address: 2, Sole Bay Financial Planning, Miles Ward Court, Chediston St, Halesworth IP19 8AY, United Kingdom.
Phone: 1728768912.
Website: solebayfp.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Sole Bay Financial Planning

Sole Bay Financial Planning 2, Sole Bay Financial Planning, Miles Ward Court, Chediston St, Halesworth IP19 8AY, United Kingdom

⏰ Open Hours of Sole Bay Financial Planning

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Sole Bay Financial Planning

Sole Bay Financial Planning is a reputable financial planning firm located in Halesworth, United Kingdom. With a strong focus on providing exceptional financial planning services, they have earned a solid reputation in the area. The company's commitment to customer satisfaction and their specialized knowledge make them an excellent choice for anyone seeking financial guidance.

Location and Contact Information

Located at Address: 2, Sole Bay Financial Planning, Miles Ward Court, Chediston St, Halesworth IP19 8AY, United Kingdom, Sole Bay Financial Planning is easy to find and conveniently situated for those in need of financial advice. The company can be reached by phone at 1728768912 or by visiting their website at solebayfp.co.uk.

Specialties and Services

At Sole Bay Financial Planning, their specialty lies in providing comprehensive financial planning services to help their clients secure their financial future. They cater to a wide range of needs, including pension planning, investment advice, and retirement planning. The company also prides itself on offering online appointments, ensuring that clients can receive the assistance they need from the comfort of their own homes.

Accessibility and Other Points of Interest

The firm is committed to providing a comfortable and accessible environment for all their clients. They offer onsite services, along with several amenities to accommodate those with disabilities, including a wheelchair-accessible entrance, wheelchair-accessible parking lot, and wheelchair-accessible restrooms. This dedication to accessibility ensures that everyone can access the necessary financial planning resources.

Opinions and Reviews

With a strong reputation, Sole Bay Financial Planning has garnered 6 reviews on Google My Business and maintains an impressive average opinion rating of 5/5. Many clients praise the company's ability to provide a truly personalized and understandable approach to financial planning. One satisfied customer noted, "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." This glowing recommendation speaks to the high level of service provided by Sole Bay Financial Planning.

Final Recommendation

If you are seeking a reliable and knowledgeable financial planning partner, look no further than Sole Bay Financial Planning. Their commitment to accessibility, personalized service, and exceptional client satisfaction makes them an outstanding choice. For more information or to schedule an appointment, visit their website at solebayfp.co.uk or contact them by phone at 1728768912. Take the first step towards securing your financial future with the help of the experienced professionals at Sole Bay Financial Planning.

👍 Reviews of Sole Bay Financial Planning

Sole Bay Financial Planning - Halesworth
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.

Sole Bay Financial Planning - Halesworth
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.

Sole Bay Financial Planning - Halesworth
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.

Sole Bay Financial Planning - Halesworth
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.

Sole Bay Financial Planning - Halesworth
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!

Sole Bay Financial Planning - Halesworth
Worzel C.
5/5

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

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