Home - Sound Financial - The Retirement Planning Specialists

Advice for individuals

Whether your aim is to be financially well organised, you are looking to retire or are already financially independent, we can provide support to help you maintain your lifestyle and safeguard your future.

Advice for business owners

As a business owner we can support you through the growth of your business, help construct your exit strategy or succession plan and help you achieve that all important work and life balance.

This is a gamechanger.

View our brochure to find out more.

Our Fresh Thinking approach to financial planning

The financial advice model in the UK is and has been broken for a long time. The reason being is that financial planning and/or financial advice has only ever been discussed in conjunction with “product sales” and the two have become entwined.

We’re flipping traditional techniques on their head and putting you at the top of your financial plan.

Traditional Financial Advice Model

Product Manufacturer

Financial Adviser

Sale and Commission

YOU

Our Lifestyle Planning Approach

YOU

Lifestyle Planning Advice

Fixed Fee

Independent Planning Solutions

Sound Financial Planning Group. Retirement Planning Specialists.

[email protected]

01268 567567

Sound Financial Planning Group is a trading style of both Sound Financial Planning Ltd and Crown Financial Planning Ltd, which are both authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk