Our Team

Jason Betteridge - Managing Director

Qualifications: Chartered Insurance Institute Level 4 Diploma in Financial Planning, FPC 1, 2 and 3, AFPC – G10, G20 and G60, CEMAP

Brief Career history: Jason has worked in Financial Services for over 20 years and started his career at  Midland Bank in 1988. He then left to join General Accident in 1990 and enjoyed a very successful sales career as a broker consultant through mergers with Provident Mutual, Commercial Union and Norwich Union.

He then left to become an IFA at the end of 2003 and enjoyed working for 2 Edinburgh City Centre IFA’s before purchasing Sutherland Independent in November 2007. 

Hobbies: Playing – Cricket for Peebles, Golf at West Linton and generally upset my household by watching any kind of sport on TV

Email address: jason@sutherlandindependent.co.uk

Mobile Number: 07974 505049

Ruth Betteridge - Director/Administration Manager

Brief Career history: Ruth has worked in the Financial Services sector for over 20 years having been initially employed with General Accident.  She remained there in her Broker Consultant support role throughout the mergers with Provident Mutual, Commercial Union and Norwich Union.  She then left to work with a city centre IFA practice before joining Sutherland Independent Ltd in 2004.  She and her husband, Jason, purchased Sutherland Independent Ltd together in 2007.  

Hobbies: Socialising, eating out, cinema and sporadic, guilt fuelled visits to the gym! 

Email address: ruth@sutherlandindependent.co.uk

David Reid - Senior Independent Financial Adviser

Qualifications:

Chartered Insurance Institute Level 4 Diploma in Financial Planning
Financial Planning Certificates 1,2 & 3
K10; Retirement Options, Advanced Financial Planning Certificate
K20; Pensions Investment Options, Advanced Financial Planning Certificate
G60; Pensions, Advanced Financial Planning Certificate
CF9; Pensions Simplification
CeMap; Certificate in Mortgage Advice and Practice
Pensions Management Institute Trustee Knowledge Certificate
SV1 - Saving and Investment
R03 - Personal Taxation

Brief Career history: David started in insurance in 1985 with Norwich Union. He then moved to the life assurance side of the industry in 1988 with Standard Life as a trainee broker consultant in Newcastle-Upon -Tyne. He then moved back to Edinburgh and after 3 years with Norwich Union Life, joined Scottish Equitable in 1993. He then decided to move to an IFA environment in 2000 and became Pensions Development Manager with National Australian Group dealing with all areas of pensions for the clients of Clydesdale, Northern and Yorkshire banks. After the group decided to close its IFA operation, David joined a new start business of ex Clydesdale advisers in January 2004. At the end of 2007, David joined PKF Financial Planning, the IFA arm of the national accountancy firm PKF, but then decided to take up the invitation to join Sutherland Independent Ltd at the start of 2009.

Hobbies: Entertaining 3 sons, motorcycling and motorsport

Email address: david@sutherlandindependent.co.uk           

Mobile Number: 07595823441

Brian Kennedy - Senior IFA

Qualifications: FPC 1,2,3, MAQ, ER1

Brief Career history: Following his graduation from the University of Newcastle Upon Tyne, Brian joined an Edinburgh city-centre IFA as a trainee in 1997, qualifying in 1999. In 2003 Brian joined the Bank of Scotland as a Financial Adviser before returning to another city-centre practice in 2005. In 2008 Brian agreed to take up the invitation to join Sutherland Independent Limited, seeing it as an ideal opportunity to use his experience to influence the shape and delivery of financial advice to the clients of the company.

Hobbies: football, gym, the occasional round of golf and spending time with his young family.

Email address: brian@sutherlandindependent.co.uk

Mobile Number: 07595 721652

Glynis Williamson - Adviser Support

Brief Career history: Glynis began life in the Financial Services sector at Dunfermline BS in 1998 and moved to a city centre IFA firm in Edinburgh as a senior administrator in July 2000 and then a similar role within another local firm until Dec 2007.  Glynis then moved to Towry Law in December 2007 and in August 2009 she joined Sutherland Independent Ltd.

Hobbies: Holidays, shows & concerts.

Email address: glynis@sutherlandindependent

Caroline South - Administrator/Accounts Reconciliation

Brief Career history: Caroline has worked in the Financial Services sector for over 15 years having been employed with Sutherland Independent Ltd for the majority of that time. Previous to that she worked in an IFA support role in another city centre practice. She currently works 3 days per week having 2 small children who easily take up the remainder of her time!    

Hobbies: All things family orientated with occasional escapes for socialising!

Email address: caroline@sutherlandindependent.co.uk

Carole Johnstone

Qualification: CEMAP

Brief Career History: Carole began her career with Bank of Scotland in 1975 gaining expertise in Residential and Commercial borrowing and was later approached by a West End legal practise to join them as Business Development Manager where she expanded her knowledge in the independent market and gained knowledge of the legal fraternity.

Carole founded her own mortgage advisory company, Thee Mortgage Consultancy Ltd, in 2002.

Lysanne Dunn

Qualifications:

Financial Planning Certificates 1, 2 and 3
J04; Pension Funding Options
J05; Pension Income Options
J06; Investment Principles, Markets and Environment
R01; Financial Services, Regulation and Ethics
CF9; Pension Simplification

Brief Career History: Lysanne has 17 years experience working in Financial Services for life companies Aviva and Scottish Widows. After various roles from IFA sales support to Employee Benefits Consultant, Lysanne decided to pursue a career in the IFA sector.

Following a 6 month career break to complete her Diploma, Lysanne joined Sutherland Independent in January 2011.

Hobbies: Keeping fit at the gym, eating out and cinema

Email address: lysanne@sutherlandindependent.co.uk