Welcome to
Sound Wealth Planning

We aim to deliver clear advice that results in financial success; helping you feel confident in your financial decisions so that you can enjoy life.

As our name suggests, we aim to provide Sound Wealth Planning to all our clients.

To us, this means straightforward and unambiguous advice tailored to your specific financial situation and goals. Breaking down complex financial concepts into easily understandable terms, ensuring that you fully understand our recommendations, their implications and the desired outcome.

But it all starts with working together to figure out and understand your long-term and short-term goals.  To you it might mean having a financial cushion to afford a certain lifestyle; a nest egg for retirement, or options about yours and your families future. Whatever it is, we can work with you to achieve this, no matter your stage in life.

Finances can often put people into a spin. We’re here to share options with you and help you understand what you are doing and why; freeing up your time to focus on the things that you enjoy.

As well as our own in-house experience we have access to leading experts within the financial services industry, from technical experts to award winning billion pound fund managers.

Let us help you find the answers to your financial future, by giving us a call today on 07508 040 669 or email us at graeme@soundwealthplanning.co.uk and we'll be pleased to help you.