We help people who want to get the most out of life whether they’re planning their retirement, looking to protect their family or want their business to be secure. When clients come to see us, they’re often unsure about how much money they have and if it’s going to be enough. They leave with a financial plan created for them, showing how their assets might help them to achieve everything they want.
We’re Chartered professional financial advisers with offices in central Edinburgh. As a firm, we will help you by making decisions easily - showing options clearly, so you can feel organised and in control of your financial future to achieve your goals.
About creating a legacy
"Originally we were looking for help putting money aside for our children. All kinds of things have happened since then – we’ve sold our business and moved house, so we’ve needed our money to do different things."
What Makes Sutherland Independent Different?
We take time to understand what is important to our clients and work with them to create a financial plan which gives them peace of mind now, helps them make informed choices and achieve their future lifestyle dreams.
About selling a business
Selling your business is a life-changing situation. We really didn’t know what to do, or which direction to go in. We needed someone we could trust… and we immediately felt comfortable with Jason.
Why Join Sutherland Independent?
Sutherland is a fast-paced, dynamic and forward-thinking place to work where staff are encouraged and supported to achieve their career goals. Team culture is at the heart of what they do with each member of staff being a key part to their growth and success in the years to come.
About trusting us
"Everything’s very upfront – if there’s an introductory fee, for example, it’s very clearly communicated. You don’t feel as if you’re dealing with a Flash Harry who’s trying to pull the wool over your eyes!"