Welcome to Sole Bay Financial Planning

Based in Halesworth, Suffolk, we are a local family business here to help local people and their families.

Financial planning is often something that people put off, probably because they either think it is too big a job or they are not sure how to go about it … plus, life gets in the way sometimes and day-to-day tasks are more pressing.

However, working with a Financial Adviser to come up with a personal plan is not as complicated as you may think and provides you with direction and peace of mind. You can then get on with daily life, knowing that you are on track. 

As a father and son business, we have always been most conscious of continuity and Sole Bay Financial Planning will be here to support clients for the next thirty to forty years, providing you with advice and a long-term relationship.  


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SJP Approved 23/05/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.