We have a

fresh approach

to the financial planning journey

The traditional approach:

For a long time, we’ve recognised that the financial “advice” model in the UK has been broken.

Financial Planning is only ever discussed in conjunction with product sales and the two have become entwined.

Product Manufacturer

Financial Advisor

Sale & Commission

YOU

The Sound approach:

YOU

Lifestyle Planning Advice

Fixed Fee

Independent Planning Solutions

With our holistic approach to Lifestyle Planning Approach, we’re flipping traditional techniques on their head and putting you at the top of your financial plan!

The journey in full...

1. Discovery

A structured assessment with one of our highly qualified Planners and Head of Client Servicing, who will explore your needs, goals and aspirations to set you on your path to financial freedom.

This step also explores your current financial position and personal circumstances.

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"