Sound Financial Management Ltd

Independent Financial Adviser  Sound Financial Management Ltd, Plymouth, Devon, PL1 2QD
Sound Financial, Sound Wealth, Sound Business - leading Independent Financial Advisers. Specialist, tailored advice for professional and private clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Derek Hall Dip PFS
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Graham Coates DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

David Moore DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Benjamin Phillips-Jones DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Stephen Murphy DipPFS
Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Paul Meatyard DipPFS
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Adam Pollard DipPFS
Managing Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Charlie Hill
Financial Adviser

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

What our clients say
“a high quality service and a dedicated service team”
Peter Granados, Thrifty Car Rental, Exeter
I have dealt with Sound Financial for over ten years and have consistently found the service and quality of advice excellent. It's refreshing to deal with a company where time is taken to fully understand the needs of the customer before making suitable investment recommendations – and always without the sales pressure often experienced with some elements of the financial services industry
Private client, - See our website for more Testimonials from our private and corporate clients
“independent, sensible and appropriate advice at every stage and I will continue to use their services for years to come.”
Mr Ian Nugent FRCS (Orth) Consultant Orthaepedic Surgeon, Henley
About us

Together, Sound Financial Management Ltd, Sound Wealth Management and Sound Business Management have become one of the South West's leading firms of Independent Financial Advisers. We have a team of nine Independent Financial Advisers providing advice and offering tailored solutions from the whole market, including pensions, mortgages, protection, savings and investments.
We take the time to get to know you and your circumstances before making recommendations.
We work on a fee or commission basis, but are very flexible - every client is different. All anticipated costs will be outlined at your initial meeting, which will be free of charge.

Our services

Sound Financial, Sound Wealth and Sound Business - offering professional, trusted advice.
See our website for more details: <url hidden>.
Contact us: <email address hidden>

Where to find us
Head office address: Sound Financial Management Ltd, 5 Windsor Villas, Lockyer Street, Devon, Plymouth, PL1 2QD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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