Edinburgh Financial Planners

Sutherland Independent are highly qualified and experienced team of financial planners providing independent financial advice to help you to achieve your lifelong goals.

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.

Having been awarded Chartered status in 2014, the company is one of a select few who hold the highest qualification a financial planning firm can achieve.

Take a look at the video below to find out more.


What does it mean to be a Chartered Financial Planning firm?

Our team

Our Team is made up of an elite squad of highly qualified Financial Planners, each strongly supported by experienced and technical Business Support Associates.  Our aim is to work together to make our service as seamless as possible for you. Find out more about our full team here.

Find out more
Our promise
  • We’ll be open and clear with you at all times – we’ll meet with you regularly and are always available should you need us.
  • We’ll make you aware of all the possible options – we’re fully independent and so are only interested in finding the best outcome for you.
  • We’ll help you make the right decisions – based on your own unique needs and goals.
  • We’ll be there for you during market highs and lows – to reassure you and help you steer a steady course.

You can find out more in our Customer Charter.

Our values

Our culture is based on one thing – that people matter – whether you’re a client or part of our team. We want people to feel listened to, appreciated and valued. At Sutherland Independent, we make sure our team members’ objectives are linked to those of the company.

We like to give something back

We also like to give something back: We have raised substantial funds for Social Bite’s initiative to end Homlessness in Edinburgh as well as for Make Seconds Count, a local Secondary Breast Cancer Charity, as they strive to raise awareness and fund medical research. Providing ”hands on” support to Cyrenians at their Farm, to Marie Curie, Fairmilehead at their fabulous hospice and to the Radio Forth Mission Christmas teams in various locations, has been thoroughly enjoyed by all staff. More recently we have sponsored the Sutherland Independent Fine Art Award as part of the Scottish Arts Trust drive to encourage new and upcoming talent.
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