The company was founded in 2013 with a view to adopting a modern and forward-looking investment approach taking advantage of the technology available and doing away with those traditional methods and outmoded systems which were considered as out of touch and out of date.
Our clients, whose ages run from 16 to 87, range from company owners and directors and managers to doctors, accountants, lawyers, teachers and trustees.
Whilst some are actively self-employed or employed within the private and public sector, others are retired or still in higher education.
They come from all walks of life and comprise retirees, families, widows and widowers, professionals and entrepreneurs.
However the one thing they all have in common is that each client is treated as an individual in their own right; they are not a faceless ‘unit’ lost in a corporate cloud.
Accordingly, and only from an investment perspective we do not use insurance companies unless it is entirely suitable, the reason being that we do not want to be compromised or restricted by our investment choice.
By selecting investment platforms that are non-proprietary, independent, open and transparent, we are able to work comfortably in the knowledge that we have access to any funds from the whole of market and that any negotiated discounts are passed on to our clients.
In addition, clients are given full and daily online access to a full listing of all transactions that includes details of all charges, valuations and fund switch proposals.
Our use of independent investment platforms and their settlement systems, which also have a tax wrapper for every eventuality, means that we can plan each individual financial journey so that along the way, a NISA (previously ISA), pension, offshore bond, onshore bond, general investment account or a trust sub-account can be provided effortlessly.Sutherland IFA is the culmination of nearly twenty five years experience and recognition of the need to take responsibility, nurture close relationships and demonstrate integrity at all times; indeed its reputation has been built on these qualities and its continuing increased growth through personal referral or word of mouth is a testament to this.
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