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Out with the old,
 in with the bold. 

At Sound Financial Planning, we don't have confusing charging structures or archaic fee models. We believe in fair, transparent charging that works for everyone.

 ELEVATE ™ 

We have two different charging models, depending on what it is that you're looking for.

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 PROGRAMME 

For Business

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 PARTNERSHIP 

For Business

 PROGRAMME 

For Business

 Sound support  for you and your business

What this includes:

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5 key scenarios in cashflow planning

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Business succession / exit planning

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Business risk & protection

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Profit extraction & structuring remuneration

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Collaboration with 3rd party connections

If you need more specific advice, this could include:

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Organisation & simplification of your financial affairs

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In-depth research & analysis

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Assessment of risk tolerance & capacity for loss

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Product specific advice & recommendations to deliver your Elevate goals & objectives

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Tax Planning

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Retirement Planning

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Collaboration with 3rd party specialist for IHT & Estate Planning 

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Implementation of our advice & recommendations

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Portfolio construction

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Removal of administrative hassle

What this costs:

 Elevate ™  Programme 

Starting from:

 £10,000 
(plus VAT)

But never more than:

 £15,000 
(plus VAT)

Payment Plan

Payable upon commitment:

 £3,870 
(plus VAT)

Followed by:

Monthly payments for 6 months

Specific Advice:

 £0

Unlike other firms, we include all specific advice fees in your Elevate Programme.

Implementation:

1st

£0 - £500k

2%

2nd

£500k - £1m

1.5%

3rd

£1m+

1%

 PARTNERSHIP 

For Business

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