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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.


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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.


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