Sound Wealth Planning Limited

: 1 Monziehall Steading, Cowdenbeath, KY4 8EX

: FCA Number: 1020157

Sound Wealth Planning Limited, a FCA-regulated firm (number 1020157), provides comprehensive wealth management solutions in Cowdenbeath and surrounding regions. Established on Monziehall Steading, our team specialises in life investments, final salary pension transfers, as well as pensions retirement advice to secure financial futures. We stand out for our personalised approach to financial planning, tailoring strategies to meet individual needs and goals. Whether you are nearing retirement or just starting with your investment journey, Sound Wealth Planning Limited can guide you through complex financial terrain. Trust us to work diligently alongside you, helping you make informed decisions that align with your lifestyle and ambitions. Our dedicated and professional team is always ready to assist with your financial aspirations.

Their team includes one financial adviser. Check FCA registration here.

Sound Wealth Planning Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Sound Wealth Planning Limited from the Motorway

From the M90:
Depart at Junction 6, and take the A922/A977 exit directed towards Kinross/Milnathort/Kincardine. Following this, merge onto the M90. At Junction 3, take the A92/A907 exit to Kirkcaldy/Glenrothes/Dunfermline. Arriving at Halbeath Junction, choose the first exit leading onto the A92.
When you reach the roundabout, take the third exit onto Dunfermline Road, also known as B925. Proceed to turn right onto Main Street, or B981. Turn left onto Springhill Brae, also labeled as B925, and continue to follow B925.
Subsequently, make a right turn. After this, bear sharply to the left. Your destination will be on your right.

List of advisers under Sound Wealth Planning Limited:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.