Service Options

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Many of our clients have told us that they place a high value on regularly reviewing their financial affairs to make sure things stay on course. At Sound Financial Management, we offer the following levels of support so you can decide how you want to work with us, with the freedom to change things in the future as your circumstances change.

Partner client plus – for those clients wishing to enjoy a close working relationship with their personal adviser and support team. We will create and monitor a Personal Financial Plan to help you achieve your financial goals and lifestyle aspirations as quickly and effectively as possible.

Included in this service:

Unlimited personal access to your adviser
Advice process and implementation
Ongoing development and support of your Personal Financial Plan
Unlimited telephone and email access to your support team
Progress meetings as agreed, usually six monthly (including valuations and full investment review)
Fund switches and portfolio restructure as required
Regular update on tax, trust and estate planning strategies
Review of personal and/or business borrowings on request
Liaison with, or introductions to, legal and tax advisers as necessary

Partner client – for those clients requiring only an annual review of their financial affairs.

Included in this service:

Advice process and implementation
Unlimited telephone and email access to your support team
Annual review meeting including portfolio review
Fund switches and portfolio restructure as required
Review of tax-free allowances (ISA, pensions, etc.)

Client – a low-cost service to include our advice process and implementation of a straightforward financial plan.

Included in this service:

Advice process and implementation
Unlimited telephone and email access to your team
Plan reviews as agreed, usually every two years

Transactional client – for clients requiring us only to execute instructions on their behalf. All costs will be agreed in advance, and we will not provide any ongoing advice or service.