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Your Sound Team...
Our Team, your driving force.
Having undergone a rigorous recruitment process followed by an ongoing professional and personal development journey, each has their own area of expertise.
The combined efforts of our multi-skilled team continue to be the driving force for the success behind our business.
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Andrew Hall
Anna Butcher
Director & Financial Planner
Managing Director
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Paul Spires
Director & Financial Planner
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David Ellis
Liam Tyler
Megan Williams
Head of Client Servicing
Client Relationship Coordinator
Vanessa Blow
Client Relationship Coordinator
Maple Butcher
Office Pup
Our Core Values:
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Lead with kindness
We believe in the power of kindness and strive to ensure a positive impact on our team, clients, and community.
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People matter most
We put our clients and team at the heart of what we do, our success is measured by people first, and financial outcomes second.
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Never stop learning
We embrace a culture of continuous improvement, encouraging curiosity and growth to stay ahead in a rapidly evolving world.
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No stress
Just pain-free, smart financial planning.
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"
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