The Sound Financial Group was established in 1998 and consists of companies concerned with personal financial planning, corporate financial planning, tax mitigation and business consultancy.

The Partners have between them over fifty years experience in financial services and are members of the Society of Financial Advisers (SOFA) and the Institute of Financial Planning (IFP). As active members they subscribe to the code of professional ethics associated with these organisations.

At Sound we are of the firm belief that standards have needed raising significantly within financial services for some time, and therefore have demonstrated our commitment by completing qualifications over and beyond the required levels. This includes the Advanced Financial Planning Certificate (AFPC) examinations, which are the equivalent of degree level. Qualification and training is ongoing via continued professional development.

The Sound Financial Group;

Sound Financial Services LLP

Sound Financial Planning Ltd*

Sound Corporate Solutions Ltd

Crown Financial Planning Ltd*