Pre-retirement Seminar

To book a place on this seminar please call Fed office on 01603 972590 or e-mail us on norfolk@polfed.org

Sole Bay Financial Planning administer the Pre-retirement Seminar.

Essentially, they are a father and son business, based in our office in Halesworth, backed and supported by a FTSE 100 company, St. James’s Place, which is the largest wealth management/advice company in the UK and this provides us with backing that we could not possible hope to get as a small firm out there on our own.

The website address is Sole Bay Financial Planning | Financial Adviser | Halesworth (solebayfp.co.uk)

They also offer Cashflow Planning Reports as part of our service, which enables us to build a clear picture of a client’s current position and where they will be in future retirement, then demonstrate the effect of any changes or proposed actions on those future circumstances.