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Expertise


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

We offer both personal and corporate advice on a whole range of financial services including the following:

Retirement and pension planning
Workplace pensions
Partner, shareholder and keyman protection
Mortgage advice
Investing for capital growth or income
School fees planning
Estate planning
Tax planning and mitigation*
Protection against critical illness
Income protection
Cashflow modelling
Inheritance and succession planning
Long-term care
Private medical insurance*
Family protection life assurance

*The Financial Conduct Authority (FCA) does not regulate all of these products and services

Resource Centre

The Sound Financial Management Resource Centre has been designed to provide our clients with access to our personal finance magazines and financial guides which are packed full of informative and relevant financial news.

Click to view them

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