About Us
At Sound Financial Management, we specialise in delivering tailored financial planning services that provide clarity and confidence, helping you create a clear, comprehensive roadmap to achieve your dreams, goals, and aspirations. We’re with you every step of the way, regularly reviewing your objectives and adapting your plans as life evolves—allowing you to focus on living the life you truly want.
Founded in 1997 and proudly privately owned, we are recognised as one of the South West’s leading Independent Financial Planners, trusted for our expertise and client-centred approach.
The financial planning process is at the core of what we do. We work to resolve your concerns, develop strategies to achieve your goals, and continually review and adapt plans to keep you on track. Our proposals are always well-researched and built with your best interests in mind. We can also collaborate seamlessly with your accountants and solicitors to ensure a holistic approach to your financial wellbeing.
At Sound Financial Management, we value building long-term relationships based on trust and delivering simple, effective solutions. By working closely with our clients, we help transform financial freedom into a powerful means to achieve life’s most important objectives.
Resource Centre
The Sound Financial Management Resource Centre has been designed to provide our clients with access to our personal finance magazines and financial guides which are packed full of informative and relevant financial news.