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Relationship Management

Building Relationships with our Clients

We offer a valuable service to our clients and ensure that we manage their financial affairs regularly, with objective reviews and presentation of conclusions and recommendations to update needs and aspirations accordingly.

We discuss all areas with you in plain simple language; we dedicate time to you, to ensure you understand the complexities of your Personal Financial Plan. We are here to listen, to plan and to protect.

It is our goal to enhance relations with our existing customers, and to attract new customers with a long term view towards:

  • enhanced customer satisfaction and retention, ensuring that our good reputation in the marketplace continues to grow
  • increased value to our existing customers
  • increased overall efficiency

Our customer needs change over time, and technology can make it easier to find out more about you and ensure that everyone in our organisation can access information and fulfil your needs accordingly.


General Enquiry
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Company address:
Sutherland Independent Ltd, 36 North Castle Street, Edinburgh, Scotland, EH2 3BN
T: 0131 225 3333
F: 0131 226 3300

Email: enquiries@sutherlandindependent.co.uk

Sutherland Independent Ltd is authorised and regulated by the Financial Services Authority no. 400072.

The Financial Services Authority does not regulate taxation and trusts advice, wills, national savings, some forms of unregulated collective investment schemes, commercial mortgages and buy to let mortgages and offshore investments.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Telephone: 0131 225 3333 | enquiries@sutherlandindependent.co.uk

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