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. 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.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.
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Working in partnership with you we can help you achieve your desired lifestyle; to protect your wealth throughout your life and pass it down through future generations. We offer a fresh thinking approach to Financial Planning and understand the challenges many may have faced in receiving unbiased advice.
Client Journeys
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We came to Sound eleven years ago when we decided we wanted to reassess our life goals and retire early from our high pressured jobs in the city. We have had a first class experience with Paul and the team and they have helped us identify aspects we never considered. Our minds are now focused thanks to Paul providing an analysis far greater than we thought we were going to have.
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