Helping you see your financial future - today!
We exist to inspire you, give you confidence and the freedom to live the best life possible with your money. Great financial planning has the power to change your life.

Free consultation

Regulated
We are authorised and regulated by the Financial Conduct Authority.
Protected
Assets are protected by the Financial Services Compensation Scheme.
Trusted
We are authorised and regulated by the Financial Conduct Authority.

Why choose Sutherland IFA?

At Sutherland IFA, we help people to fully understand where they are heading financially by telling them the truth about their financial situation and showing them how to get the life they want, without fear of them running out of money.

Experienced

Over 25 years in financial services and access to latest cutting-edge technology.

Simple

Getting started is quick and the next steps are easy to follow.

Trusted

No hidden surprises with everything fully explained and put in writing.

What can we help you with?

Lifestyle Planning

Lifestyle Planning

What sort of client are you? The truth is that not many people know the answer to this question.

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Finance Planning

Financial Planning

How much is enough? Proper financial planning gives you an answer to this question but there is no short cut to it.

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Financial Advice

Financial Advice

Need further financial support? We will provide you with financial advice in order to put your goals into action.

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Truth about money

Will you have too little, too much, or just enough money?

At Sutherland IFA we help people to fully understand where they are heading financially by telling them the truth about their financial situation and showing them how to get the life they want without fear of running out of money.

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How we work

We keep it straightforward and simple.

1  

Arrange a Lifestyle Planning Meeting

A meeting at our expense to identify where you are now, how you got to where you are now, and where you’re trying to get to in the next 5, 10 and 20 years and so on for the rest of your life; in other words, a Lifestyle Plan.

     
2  

Arrange a Financial Planning Meeting

Another meeting, again at our expense, to identify all the resources available to you now, resources that will become available in future, and most importantly resources that might have to become available to satisfy the needs of your Lifestyle Plan.

     
3  

Arrange an Implementation Meeting of your Financial Plan

If, and only if, your Financial Plan indicates that that your needs would be best served by a financial or investment product and service, it is at this point that a recommendation will be made, again at our expense. If you are happy to go ahead in full knowledge of the facts and the fees involved, we can then start to implement your Financial Plan. If you want to walk away at this point, no problem; we wish you well and it won’t have cost you anything.

     
4  

Arrange an Annual Forward Planning Meeting

Now on board as a Sutherland IFA fee-paying client, an annual meeting is held to make sure that your Lifestyle Plan and your Financial Plan are on track to meet your financial goals and objectives.

 

Why we stand out

Unless you are able to see what your financial future looks like today, how can you possibly know that the financial plan you have in place now, will fulfil your lifetime goals and ambitions.

At Sutherland IFA, we are one of the few independent financial advisers who remove this guesswork and gung ho ‘hope for the best’ attitude.

By using leading cashflow modelling software, we can avoid any unwanted financial surprises down the line.

And instead we can show you what needs to be done now, so that your tomorrow is as you imagine it will be.

About us

Let’s start a conversation

We welcome the opportunity to learn more about how we can help you. Schedule a free no-obligation consultation, you might be surprised!