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Edinburgh Financial Advisor

Sutherland Independent are a leading team of experience financial advisors in Edinburgh providing independent financial advice in helping you to achieve your lifelong goals.

Our story

Who we are

Our Story 

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. 

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

We have an elite squad of financial planners, each with more than 20 years’ experience. They are strongly supported by a highly qualified back office team whose aim is to make your experience with us as seamless as possible. 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.
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, which means everyone is integral to the success of the business and accountable for what they do. We also like to give something back and so we support a number of local charities, last year raising substantial funds to help the homeless by taking part in Social Bite’s Sleep in the Park. 

Speak to our team today

0131 225 3333

enquiries@sutherlandindependent.co.uk

Contact us

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Sutherland Independent Ltd (Registered in Scotland, Registration No. SC262045) is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate taxation advice or cashflow modelling. The guidance/advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers in the UK. You have the right to take any complaint to the Financial Ombudsman Service (FOS). Full details of FOS can be found on its website at www.financial-ombudsman.org.uk.