Meet The Team
Adam Pollard – Managing Director
Having left the Royal Marines in 1990 Adam read Geography at Exeter University before entering the Financial Services industry and establishing Sound Financial Management in 1997 with the desire to help clients achieve their financial goals.
He brings energy and enthusiasm to a sometimes complex topic whilst his resilience and optimism helps to keep his clients and their businesses ahead of the game.
Adam is happily married to Rachael and is an enthusiastic mountain biker and skier and is always looking for new and exciting challenges.
Paul Meatyard – Director
Paul grew up in Plymouth where he attended St Boniface College. After entering the financial services industry in 1988 he joined Sound Financial Management in 2004 as a director.
Paul works with clients throughout the UK and specialises in pension, investment and inheritance tax planning. He recognises the value of establishing close personal relationships with clients when it comes to managing their money ensuring the all important element of trust is maintained at all times.
He has made appearances on local radio in his capacity as a financial planner and has also written numerous financial articles for the press.
Aside from attending the gym regularly, Paul has a passion for winter sports, particularly snowboarding.
Stephen Murphy – Director
Stephen is well versed in all aspects of financial planning, his specialist knowledge lies in Pensions, having studied and passed Advanced Papers in ‘Trust & Taxation’ and ‘Pensions’. He works with a wide variety of clients including company directors, business owners, high net worth individuals and professionals, helping each of them to make the best of their finances.
Stephen has three grown-up children and enjoys an active lifestyle. He particularly enjoys skiing, scuba diving, cycling and running.
Emma Hibbard-Leach – Financial Controller
With her degree in European Business Studies, Emma gained a wide-range of experience with several organisations, large and small, throughout the UK and overseas before joining us in 2001 as our Financial Controller. She is responsible for the accounting and operations of the company helping to ensure we deliver the highest quality service for clients using efficient, effective and compliant processes.
Away from the office Emma enjoys walking with her dog along the Devon and Cornwall coastline, Pilates, board games, and eating out.
Graham Coates – Financial Adviser
Graham is an Independent Financial Adviser who offers financial planning for both corporate and private clients. He has worked within the financial services industry since 1998 and has been with us since 2001.
Graham has a wealth of experience and aims to offer a bespoke service, developing long term relationships with clients so as circumstances, needs and priorities change, he can manage things positively to deliver meaningful outcomes.
Graham enjoys spending time with his two children, loves a good game of football as well as skiing in the winter months.
David Moore Bsc (Econ) – Financial Adviser
David joined Sound in 2001. He has a wealth of experience and helps clients with all aspects of their financial planning.
A keen canoeist, when not in the office David enjoys exploring the coastline of Devon and Cornwall and beyond.
Benjamin Phillips-Jones – Financial Adviser
Having studied Financial Services at UWE, Bristol, Ben joined SFM in 2008. He has qualified under the new RDR rules as Dip FA.
Ben is a family man with three children and has been living in Plymouth for the past five years. He loves cricket, eating out and visiting National Trust properties.
Charlie Hill – Trainee Financial Adviser
Charlie joined Sound Financial Management in 2014 having recently completed a degree in Business Management. Since joining he has been studying for his Financial Services exams and qualified as a Financial Adviser in 2016.
He is now seeking to continue his professional development by undertaking his Chartered Qualifications.
Steven Wood – Consultant
Steve has been working in the Financial Services industry for over 30 years, bringing invaluable experience and expertise to the team. Before joining us 12 years ago at Sound Financial, Steve worked for Godwins Group where he gained a thorough understanding of Financial Services and specialised in all aspects of financial planning and wealth management.
Steve has utilised his experience to mentor a number of IFAs, including some members of the Sound Financial team. Indeed, his approachable nature and commitment to client satisfaction make him a wonderful teacher, and as a result Steve is a much valued and respected member of the company.
As a lover of the outdoors, Steve enjoys walking and hiking on the weekends as well as keeping fit around the squash court. He is also the best chef in the office.
John Rio – Financial Adviser
Derek Hall – Financial Adviser
Photography by Irina www.irinaphoto.co.uk