Our philosophy

Getting to know you

At Sutherland IFA, we don’t consider that we have the right to talk abut your money until we know:

Where you are now;

How you got to where you are now; and

Where you you’re trying to get to over the next 5, 10, 20 years and so on for the rest of your life.

Only when we know more about you, tell you the truth about your financial situation today, enable you to fully understand where you’re heading financially tomorrow, can we help you with a plan that will aim to assist you in achieving your lifetime goals and aspirations.

‘Simplicity is the ultimate sophistication’ – Leonardo da Vinci (1452 - 1519)

It all starts with a conversation...

How we work

We keep it straightforward and simple.

		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.

		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.

		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.

		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.

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.

Getting to know you

It all starts with a conversation...

How we work

Arrange a Lifestyle Planning Meeting

Arrange a Financial Planning Meeting

Arrange an Implementation Meeting of your Financial Plan

Arrange an Annual Forward Planning Meeting

Let’s start a conversation

About us

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