Here, Jason Betteridge, our Managing Director, shares some and important and exciting news about Sutherland Independent and its long terms plans for the business.
We have for some time been considering the best way to secure and grow our business, at a time when many small-to-medium sized IFA firms are facing increasing pressure on resources due to ongoing changes in the financial services industry.
I am, therefore, delighted to tell you that Sutherland Independent has obtained substantial new investment which will secure our long term future as an independent Firm.
This investment will come from Independent Wealth Planners UK (IWP).
IWP are a company which supports many IFA businesses like ours across the UK, giving them the platform to continue growing and enhancing their client service, whilst at the same time future-proofing the company in an increasingly challenging environment.
Sutherland Independent is one of a number of independent firms coming together within the IWP group to access greater resources and achieve economies of scale.
The Sutherland Independent brand will continue to operate under the IWP umbrella and we will, therefore, remain independently authorised and regulated by the Financial Conduct Authority. In addition, we are pleased to confirm that you will continue to be served by the same committed Financial Planners and planning support team.
With the new investment we will able to grow and enhance our clients’ overall advice experience and to further establish our presence and position in the region.
You will not see any change to our advice process, but over time we hope that you will notice the benefits of increased investment in resource, complementing the personal advice and relationship which remains the core of our business.
The service you receive from us now will not change, and there are no changes to our terms and conditions or to your established contacts at Sutherland Independent.
This news has now gone public in the Financial Press – click here to read the Money Marketing announcement.