Sutherland Independent
Helping you take control of your money for life
Financial Advisor Edinburgh
Sutherland Independent are professional financial advisors in Edinburgh who here to help you to feel organised and in control of your financial future.
Welcome to Sutherland Independent
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’ll help you see your options clearly, to make decisions easily, and help you to feel organised and in control of your financial future.
Who we help
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.
What does good financial planning look like?
What our clients are saying ...
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.”
About pensions and ISAs
“Matthew helped consolidate my pensions and savings and moved my children’s ISAs. This is great because it now means I have a one-stop shop for everything and someone who understands the full picture.”
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.”
About trusting us
“Everything’s very up front – 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!”
About pension transfers
“I was looking for a financial adviser in Edinburgh and found 3 or 4 online, but Sutherland Independent stood out as being slightly different. They seemed more customer orientated, less stuffy and more human.”
About setting up a business
“Following the collapse of Equitable Life 15 years ago we were left with a large hole in our pensions savings. We decided to start doing bed and breakfast to replace our pension funds.”
