Graham Coates
Sound Financial Management Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
Unavailable for contact through VouchedFor
Based in Plymouth
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Graham is an Independent Financial Adviser and directly regulated by the FSA through Sound Financial Management Ltd, he offers financial planning for both corporate and private clients covering the full spectrum of financial services products. Graham’s aim is to nurture long term relationships to ensure that as your circumstances, needs and priorities change he can mange your wealth positively to deliver meaningful returns. Graham believes that your successful working relationship will be based upon knowing and understanding your needs, wants and aspirations which will be developed through a combination of trust, high integrity and exceptional service.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Graham's clients
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