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We help

 Successful & Ambitious Individuals 

live the life that they deserve.

 We know 

That you want to lock-in and achieve your desired lifestyle and be confident that your finances are helping you on your journey throughout life.

 We believe 

You deserve to feel confident in the knowledge that you are en-route to achieving financial freedom.

 That's why 

We provide you with a robust financial plan (Personal Plan or Personal Plan Plus+) to help navigate you through to financial freedom and then work with you on an ongoing basis (Sound for Life and Sound for Life Plus+) to ensure you stay on track.

A Sound Financial Plan turns this...

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You may spend more time working than is necessary

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Your spouse or partner may be left financially insecure

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You're confused by the amount of tax you pay and how to use allowances

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Your family may not be protected in the case of something happening

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You may not be able to live out your dreams

into this...

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Being on the journey towards financial freedom with a personal plan

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Any concerns fully stress-tested using state-of-the-art Cashflow Modelling

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A financial freedom strategy that is tailored to you and your family

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Having a dedicated team on call to support you on your journey 

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Being educated on your finances and investments

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Removal of administrational burden 

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Minimising income taxes and being on top of your inheritance tax

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Support through all of life's surprises

and, most importantly...

 doing more of what you love. 

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Watch how we help with Estate Planning...

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...and Retirement Planning too!

 What we will do: 

 What we won't do: 

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Ensure that you are financially well-organised

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Ensure that you can manage your investment risk 

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Ensure that you will never run out of money

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Only be in touch with you once every three years

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Simply focus on your investments rather than your life

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Give you the plan and leave you to it

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.

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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 Discovery Call with me below:

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