‘As we approach the end of the year, we would like to wish all of our clients, contacts and friends a very Merry Christmas and a Happy New Year. Please note that our office will close on Friday 22nd December and will reopen on Wednesday 3rd January 2024.’

At Sound Financial Management, we believe in doing things differently. We are focussed on you and your goals. Our team of experienced financial professionals are united by a shared belief in the value of simplicity, transparency and openness.

Whether you are looking for more control over your finances or simply wishing to fulfil family responsibilities, Sound Financial Management offer a comprehensive planning and advisory service designed to help you identify, prioritise and achieve your financial objectives. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.

Planning

The planning process is at the heart of our practice. We will help you resolve your concerns and set goals, reviewing progress regularly to keep you on course

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Investment

Professional and fully independent advice to help you protect and grow your wealth

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Business

Creative ideas and strategies to help business clients minimise risk, mitigate tax, maximise profits and protect and motivate employees

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Expertise

Sound Financial Management has built a reputation based on speed, honesty, integrity, professionalism and proactivity.

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Sustainable investing

Offering professional investors the opportunity to build strong portfolios and generate a better and more sustainable return.

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Proud to be sponsoring OPM RFC

Sound Financial are proud to be sponsoring OPM RFC. Our director Paul Meatyard is pictured below with the new shirts which had their first runout last weekend in a victory over DHS Old Boys at Elburton.

We look forward to supporting the Jesters and wish them every success with the forthcoming season.

Sound Financial Management Ltd, 5 Windsor Villas, Lockyer Street, Plymouth, Devon PL1 2QD

T: 01752 207070 | F: 01752 201224 | E: info@sound-financial.co.uk

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Sound Financial Management is authorised and regulated by the Financial Conduct Authority and is bound by its rules. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of investments can go down as well as up and you may get back less than you invested. Sound Wealth Management and Sound Business Management are trading styles of Sound Financial Management Ltd. (FSRN 192052).