Welcome

Sound Financial Management Ltd is one of the South West's leading firms of Independent Financial Advisers providing specialist Wealth Management and Employee Benefit solutions.

Private Clients

Our specialist teams are committed to provide a centre of excellence that provides expert investment, pension and wealth management advice. We understand each client is individual and therefore take the time to get to know you and understand your needs.

We like to nurture long term relationships to ensure that as your circumstances, needs and priorities change we are able to mange your wealth positively to deliver meaningful returns. When you entrust us as your advisers you can be assured that our team will work together to offer you a complete range of financial support.

Corporate Clients

We offer a variety of financial and employee benefit solutions. We provide a personalised corporate advice service to employers on the full range of available employee benefits, including corporate pensions, group risk and flexible benefit schemes.

We recognise that people are the core asset of any business and our success has been achieved by taking time to really understand the messages employers want to communicate to their people. Our service ranges from designing specific benefit packages to ensuring existing schemes are competitively priced and communicated effectively. We provide regular employee presentations at client worksite locations which are very popular with both employers and their teams.

Our Fees

Our fees reflect the flexible and responsive nature of both our Corporate and Private Client Management Services. We use fee, commission and blended options according to what works best for you.

This website aims to give you further information about

• our firm and our approach
• where to find us
• comprehensive generic information on financial products
• a range of useful calculators
• relevant financial news items, updated daily
• our own news

Just click on any of the above items, or on any of the tabs at the top, to access these sections.

Sound Financial Management Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 192052

Sound Financial Management Ltd
Registered Address:
Marine Building, Victoria Wharf, Plymouth, Devon, PL4 0RF
Registered in England & Wales, No. 3857961

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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Neither Sound Financial Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.