Sound Financial Planning

At Sound Financial Planning Group, we are dedicated to helping individuals and families achieve their financial goals and aspirations. With over 23 years of experience in the industry, we have built a reputation for delivering a personalized and specialist service that is tailored to each client's unique needs.

What We Do

As a trading style of Sound Financial Planning Ltd, we are authorized and regulated by the Financial Conduct Authority, which enables us to provide a comprehensive range of financial planning services. Our team of chartered financial planners and experts use their extensive knowledge and expertise to help clients plan their financial futures. We offer a bespoke service that includes financial planning, retirement planning, and cash flow management, ensuring that our clients receive the most effective solutions to meet their financial objectives.

Core Values

At Sound Financial Planning Group, we believe that our core values are the heart and soul of our business. We are passionate about seeking innovative ways to solve client and business problems, striving for excellence in all our dealings, and fostering a culture of collaboration and respect. We take pride in being accountable for our actions and actions, and we are committed to acting transparently and with integrity in all that we do.

Fees and Charging Structure

We believe that transparency is essential in any financial planning relationship. We offer a flexible charging structure that is tailored to our clients' individual needs. Our fees are calculated on the complexity of the work involved, and we will discuss our charging structure with you before we begin work. We are committed to providing clear and transparent information about our fees and charging structure, ensuring that our clients know exactly what they will pay for our services.

Why Choose Us?

At Sound Financial Planning Group, we believe that our unique approach sets us apart from other financial planning firms. We are committed to providing a personalized and specialist service that is tailored to each client's individual needs. We are driven by our core values and a commitment to excellence, and we are dedicated to helping our clients achieve their financial goals and aspirations.

Our Commitment to Your Privacy

We take the security and privacy of your personal data extremely seriously. We are committed to protecting your privacy and ensuring that your personal data is handled with care and respect. We will only use your personal data in accordance with the terms of this notice, and we will never sell or share your personal data with third parties.