You've worked hard and saved even harder. But deciding what to do next can be overwhelming. There are so many options and so much to think about. What would it feel like to know your future was secure and that your goals and dreams could be a reality? We provide unbiased, completely independent financial advice to people living in Edinburgh and throughout the UK.
We'll help you see your options clearly, to make decisions easily, and help you to feel organised and in control of your financial future. 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.
We'll help you see your options clearly, to make decisions easily, and help you to feel organised and in control of your financial future. 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.
Services
Sutherland Independent are a leading team of experienced financial advisers providing independent financial advice to help you to achieve your lifelong goals. As co-owners of Sutherland Independent Ltd since 2007, Jason and Ruth Betteridge are proud of their firm and its thriving team, which is based in the heart of the beautiful city of Edinburgh.
Sutherland Independent are here to help you to feel organised and in control of your financial future. We help clients at all stages of retirement planning so that they can plan a future to look forward to. Our financial planners will help you to achieve your goals through proactively managing your wealth.
We're pensions specialists and we can put your mind at ease. We'll find out what your dreams for retirement are and work from there. We'll track down all your existing policies, see what they're worth, and build your investment portfolio around them, making sure you take full advantage of available tax incentives.
We help clients at all stages of retirement planning from choosing your first pension to reviewing your retirement options. If you're retiring within the next 10 years, the questions will be more pressing: When can you stop working? Will you have enough to enjoy yourself? Will you have any left over to hand down to your family?
With our experience in wealth management, our objective is to create a bespoke financial plan that helps you achieve what you want from your future. With the tailored wealth management advice from Sutherland Independent, we start by asking you questions that help us to understand more about you. We'll ask you about the assets you already have, and what your incomings and outgoing are.
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