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
Partner, shareholder and keyman protection
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Inheritance and succession planning
Private medical insurance*
Family protection life assurance
*The Financial Conduct Authority (FCA) does not regulate all of these products and services
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.