Testimonials
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Sound Financial Management has been our group pension scheme adviser for the past 11 years. They have achieved this by providing a high quality service, which has been delivered by the use of advanced IT systems, stability and a dedicated service team.
We have found SFM to be a very reliable and professional company to deal with, working with us to administrate and advise our national workforce of over 650 employees. I can recommend Sound Financial Management as a proactive and innovative firm of advisers who have delivered our corporate needs. |
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Peter Granados, Thrifty Car & Van Rental |
| I wanted to thank Sound Financial for the help you have provided Spring House in recent months. I asked you to assist us in setting up a group pension scheme. Your advice from start to finish has been exemplary. You attended our offices walking us through each of the options the business had, providing clarity as to which route we should take. As part of your review you interviewed each of our staff in an informal manner which immediately put the team to rest. Pensions can often be complicated, however your knowledge of the subject was detailed, thorough and comprehensive, underlying financial services as your speciality. We would like to thank you for your help and we would be very happy to use your services again. |
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Matthew Luckham, Spring House Residential Care Home |
| Thank you so much for the excellent Americas Cup hospitality at Sound Financial Management. It was a great way to see an event that might otherwise have passed me by. Please pass on thanks to your chefs and to the boat crew for taking me out to get close to the action - a very memorable trip. |
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Jeremy Hibbard, Televisionary |
| Thank you for allowing us to join in your celebration of the Americas Cup races. It was good to meet Adam and to see the whole Sound Financial family working as a well-oiled machine to, as my father would say, do the job proper . The trip on the water was not expected and certainly the icing on the cake. Well done to all of you - most certainly a very enjoyable day. |
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Wally Parson, Private Client |
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Sound Financial Management has acted as our Financial Advisers, both on a Corporate and Personal level, for the past 10 years. Our business employs over 300 people and we wanted a financial adviser who would advise both the employer and employees on a personal level.
I feel that Sound Financial have always reacted swiftly to our needs and managed our employee benefits which include our Group Pension, Healthcare and Executive Benefits efficiently. They have exceeded our expectation on service and advice and I would be happy to recommend them to you. Above all, I feel that their service proposition is excellent and over the years we have built a strong and valued relationship. I know the business is well respected in Plymouth and a credit to Adam and his team. |
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Scott Boyd, Securi-Guard Fire and Security |
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At RTG we have been designing, supplying and manufacturing branded clothing and merchandise for some of the biggest companies in the world for over 15 years. Our strategic focus is to create real partnerships with all of our stakeholders customers, suppliers and employees.
We have found Sound Financial Management a firm who also works in partnership with us to administrate and communicate the employee benefits we offer to our team. This is key to us in staff recruitment and retention, allowing for the protection of our growing business. Sound Financial form an integral part of our advisor based team working in a totally professional and confidential way. As a result we are please to provide our endorsement.
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Adrian Wilkinson, RTG International |
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I am very pleased to provide a professional reference for Graham Coates of Sound Financial Management, who for many years, has been a very valuable Independent Financial Advisor to me. Graham is always professional, responsive and above all, honest in his approach to ensuring that I have the very best financial products at the most competitive rates. I feel I can absolutely trust Grahams advice and have recommended him to several collegues who I know have also received excellent professional services from him. I would not hesitate in recommending Graham to anyone who is considering using his services.
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Paul Brandist, Change Ready Consulting Ltd |
| Graham Coates at Sound Financial Management has looked after my financial affairs for the past 10 years and inspired my total trust and confidence. Graham has provided excellent advice regarding investments and pension planning for myself and my husband, and also really helpful mortgage advice for our son and his family. Graham takes a good deal of trouble to explain the various options in detail so that I can make an informed decision, and is so very patient with me in providing details of the various options. He has an extensive knowledge of a wide range of companies and their relative merits in different situations. Graham has taken all the stress of financial planning from me. I am currently drawing out pension funds, and I can continue to leave all the organisation and monitoring of such in Graham’s capable hands. I am extremely grateful for all his diligent help and expert advice. |
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Janet Dobinson, Private Client |
| Graham Coates of Sound Financial Management has been advising me about my financial affairs for a number of years. Over this period, I have found that his work has been well researched, impartial and of the highest integrity and I would have no hesitation in recommending him to any prospective clients. |
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Simon Bridgewater, Private Client |
| I have been with Sound Financial Management for nearly ten years and I have dealt with Graham throughout. The level of service from Graham and the attention to detail has always been very high, and I would have no doubts recommending him to anyone. |
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Paul Valente, Proweld UK Ltd |
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We just wanted to put on record our delight at the service we have recieved from you over the past couple of years. Education has the three Rs and Sound Financial has the three Ps - personal, professional and precise.
It was reassuring to have advice that was tailor-made for our individual requirements from someone who knows not only what theyre doing but also understands the wide range of circumstances that shape an individuals financial decision making. Are we risk takers or are we cautious people? Is death benefit extremely important because of our age differnce? What provisions do we need to make for retirement and how much can we earn?
The financial calculations may be black and white, but the thought processes behind them are many shades of grey. It was good to have all the options laid out with the pros and cons weighed up. It made the whole situation fairly painless and easy to manage and we are both very happy with the decision we have arrived at.
As a consequence of our dealings with you, which arose out of a personal recommendation - we have passed your name to a number of other people and would have no hesitation in doing so again.
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Malcom and Susan Carroll, Private Clients |