To date Sound has received no regulatory complaints whatsoever and this is a record that we are extremely proud of. We advocate the Financial Services Authority's (FSA) Treating Customers Fairly (TCF) programme, and are fully committed to exceeding these guidelines and expectations. You can be confident that all our systems and processes have FSA approval and meet the highest professional standards. Furthermore our qualifications are of the highest standard within Financial Services profession placing us within the top 1% of all advisers within the UK, we also have advisers with both Certified and Chartered Financial Planner status.

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Your Financial Planner's approach to advice is always "If I were in your situation - what would I do?"

This attitude has ensured we always provide the most appropriate advice whilst remaining 100% committed to your specific needs and preferences while remaining completely impartial at all times. You can be certain that your best interests are always at the forefront of our minds.

 

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Sound always confirms any costs and charges at each stage of the planning process. This provides complete transparency, so there will be no unexpected surprises. Any commissions we receive can be paid back to you, invested directly into your investment plan, used to reduce charges or to offset fees which may otherwise become payable - the choice is always yours.

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Our independence means that if you wish us to source financial products, we are able to search the whole marketplace without any restrictions. This flexibility enables us to investigate every available option and narrow them down to the most appropriate, placing you in an informed position so you can make appropriate decisions with total confidence and piece of mind. 

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Our aim is to get to know you in order to understand your needs, concerns and objectives. With a clear picture of your requirements, we will help you create a Comprehensive Financial Plan. Any advice will be specifically tailored to your needs, enabling you to maximise the returns from your financial resources.

 

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Discussing your financial affairs often links into personal matters, it's important you feel comfortable talking to your Financial Planner. It's vital to establish rapport, ensuring the whole experience is more relaxed, enjoyable and productive. You will find it easy to talk in the privacy of our offices, where you can give us a clear picture of your personal requirements with complete confidence and in comfortable surroundings.

 

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People are very different in their levels of financial sophistication. We recognise that financial planning and taxation matters can be complex and therefore we will not move your planning forward until you are happy you have a thorough understanding of the available options.

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Attracting new clients is time consuming and costly. We accept that the best, and only sensible way to succeed in business, is to provide an outstanding, on-going service. It is in our interest to build a long-term partnership with you and therefore you can expect the most appropriate advice at all times, keeping you as loyal to us as we are to you. 

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By strictly adhering to well established and proven processes and systems we can instantly tell where you are at any given time within the financial planning process. Whatever the situation, we can keep you informed at every stage, ensuring you know what is happening now and what will happen next.

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Your records will never be passed on to a third party without your express permission. All your details will be kept up-to-date and stored electronically. Additional systems are in place to preserve the integrity and maintain the security of all data. You can be in no doubt that any information you give us is in safe hands. 

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