About Us

At Sound Financial Management, we can help bring clarity and confidence to your life, giving you a clear and comprehensive plan to achieve your dreams, goals and aspirations. Not only that, but we remain with you every step of the way, reviewing your objectives and adapting your plans as your circumstances change – meaning that you have peace of mind knowing you can simply focus on living your life the way you really want.

Established in 1997, and still privately owned, we are now one of the South West’s leading firms of Independent Financial Planners.

The planning process is at the heart of our practice. Our aim is to help you resolve your concerns and achieve your goals, reviewing progress regularly and adapting things as circumstances change to keep you on course. Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our clients' accountants and solicitors.

At Sound Financial Management, we firmly believe in the importance of working together to build rewarding, long-term relationships and simple effective solutions. Working closely with our clients enables us to help them fulfil and achieve their objectives, meaning their financial freedom becomes a means to an end rather than an end in itself.