Financial Advice
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.

Our financial advice can make the difference

Having discovered what is important to you in your life, your goals and aspirations; and having seen what your financial future looks like and shown you what needs to be done in a bespoke financial plan, Sutherland IFA will provide you with financial advice in order to put those words into action.

Being an Independent Financial Adviser means that Sutherland IFA has access to a whole of market financial kit bag of products and services to get the job done, things such as:

Knowing what your financial future looks like, and what actions you need to take now, Sutherland IFA will then provide you with a Forward Planning Report, that year on year, will change and develop as your life does, to make sure that you stay on track to achieve those goals and aspirations.

If that sounds good to you, and you’re happy to put the plan into action, Sutherland IFA will then go ahead with selecting products and services from the whole of market to help you succeed on your financial journey.

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.

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!