Don't be so busy making a living
that you forget to make a life.
Your challenges:
You don’t know if you have enough to enjoy the lifestyle you deserve
You’re not sure how much money is enough or how much you need
You’re lost in the world of confusing jargon surrounding pensions and investments
You’re going through a big change in life and are unsure of what the future looks like
You’re looking to exit your business but you don’t know where to start
Your journey...
Our fresh thinking approach with YOU at the centre.
1.
Discovery
We have an important meeting to get to know you and what you would like to achieve with your time.
2.
Financial Freedom Strategy
We work together to produce a financial freedom strategy to help you break the shackles of your finances.
3.
Implement & Review
Your strategy is then implemented and every year we review your plan to make sure you're on track.
What our clients say about us...
Ewen
"They will walk you through the process and give you the best options to choose from, still leaving you in control of your own money."
Chris & Wendy
"We now have complete confidence that our financial affairs are in safe hands."
Sarah
"I would not hesitate in recommending them to anyone, so if you are looking for someone to trust with your future, you should contact Paul and team before doing anything"
Book a call
We would love to hear from you and get you started on your journey towards financial freedom.
Hi, I'm Dave
I'm the Head of Client Servicing here at Sound and it is my pleasure to get our clients started on their financial planning journey.
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You can book a free, no obligation
Initial Call with me below: