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Client stories

Setting up a business

We came unstuck with our current pension arrangement and were left with a large house and a small income, and so we decided to start doing bed and breakfast.

Read Jane’s story
Protecting the family

I sought help from Sutherland Independent when I was setting my own company and needed advice about how to make sure my family was financially covered if anything should happen.

Read Peter’s story
Creating a legacy

We’ve been with Sutherland Independent for ten years now. Originally we were looking for help putting money aside for our children. All kinds of things have happened since then.

Read Andrea’s story
Transferring a pension

I was looking for a financial adviser in Edinburgh and found 3 or 4 online, but Sutherland Independent stood out as being different. They seemed more customer orientated, less stuffy and more human.

Read Mike’s story
Selling a business

We were looking for financial advice about the sale of our company. Our Financial Director recommended several firms to us – we chose Sutherland Independent, and we’re so glad we did.

Read Anna’s story
Trusting Sutherland Independent

I started using Sutherland Independent after seeing how they’d helped my mother-in-law. My portfolio wasn’t huge initially, but I wanted to make sure it was taken care of.

Read Steve’s story