Sound Financial Management Ltd

Sound Financial Management Ltd - Plymouth Broker | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Sound Financial Management Ltd

At Sound Financial Management Ltd, we specialise in residential mortgages, helping individuals and families navigate the complexities of home financing. Based in Plymouth, our focus is to provide clear guidance through every step of the mortgage process. I believe that understanding your options is crucial when making one of the most significant financial decisions of your life. That’s why I take the time to explain the different types of residential mortgages available, from fixed-rate to variable, and help you assess which might best suit your circumstances. My goal is to empower you with the knowledge you need to make informed choices. The process starts with a thorough assessment of your financial situation. I will look at your income, expenditures, and credit history to give you a realistic picture of what you can afford. From there, I will guide you through the application process, ensuring that all necessary documentation is prepared accurately and submitted on time. I keep you informed at every stage, addressing any concerns you might have along the way. Navigating the mortgage landscape can sometimes feel overwhelming, especially with the multitude of lenders and products available. I work closely with various banks and building societies to identify the most suitable options for your needs. My approach focuses on clarity and transparency, making the entire experience as smooth as possible. Whether you are a first-time buyer, looking to remortgage, or seeking to invest in a second property, my commitment is to ensure you feel supported throughout the process. I take pride in providing an approachable and knowledgeable service, allowing you to move forward with confidence in your mortgage journey. At Sound Financial Management Ltd, I understand that each client’s situation is unique. I am here to provide specific insights and recommendations, helping you secure the right mortgage for your new home.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(3 reviews)

Terry Petherick

3 Nov 2024

I was looking for a Financial Advisor to help sort out my pension and was recommended Ryan May. After several meetings I found him to be most helpful, providing honest and sound advice. Nothing was too much trouble for him to guide me through the various options so that I fully understood the pros and cons of various policies which can be confusing to those not fully conversant with the various schemes. I would not hesitate to recommend him