About Sutherland Independent
Sutherland Independent is a Financial Services company based in Edinburgh (United Kingdom) founded in 1996, and was acquired by IWP in February 2021. Independent wealth management services are provided to UK clients. Sutherland Independent offers products and services including Retirement Planning, Wealth Management, Protection Insurance, and Business Planning. Its focus areas include Asset Management and Wealth Management. Its legal entity is IWP Financial Planning Limited. Its competitors include abrdn, Mattioli Woods and Equiom Group.
Company details
Sutherland Independent was established in 1996 in Edinburgh, United Kingdom, as a firm specializing in wealth management. Financial advisory and investment portfolio services are offered independently to clients. Operations center on asset allocation, risk assessment, and estate planning within the UK financial sector. The firm maintains a focus on regulatory compliance and client confidentiality in its Edinburgh base.
- Headquarters Edinburgh, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website sutherlandindependent.co.uk
- Social LinkedIn X
- Acquired by IWP (Feb 2021)
- Legal Name Iwp Financial Planning Limited
- Investors
- Acquired byIWP
(Feb 2021)
Products & Services of Sutherland Independent
Sutherland Independent offers a comprehensive portfolio of products and services, including Retirement Planning, Wealth Management, Protection Insurance, and Business Planning.
Assists with planning secure retirement finances and investments.
Manages personal assets and investments for long-term growth.
Provides insurance advice for family and asset protection.
Supports business owners with financial strategy and growth.
Investors in Sutherland Independent
Sutherland Independent has secured backing from 1 investor. Prominent investors backing the company include IWP Financial Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Personalized financial planning is offered by a nationwide team. | 2018 | iwpuk.co.uk | London, Canada |
Investor details for Sutherland Independent
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Sutherland Independent
3 people are tracked at Sutherland Independent (1 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Jason Betteridge | Chief Executive Officer | Leadership |
Ross White Dippfs | Paraplanner | Team |
David Reid | Chartered Financial Planner | Team |
Complete people profiles for Sutherland Independent
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Sutherland Independent
2 dated milestones of Sutherland Independent across 25 years, from founding to its latest funding, stage changes and deals.
- Founded Sutherland Independent is founded.
- Exit Acquired by IWP.
Competitors of Sutherland Independent
Sutherland Independent has 3 listed competitors in our database. They include abrdn, Mattioli Woods and Equiom Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| abrdn.com | 1825 | Edinburgh, United Kingdom | 604 | Multiple sectors are invested in by abrdn's private equity fund. | ||
| mattioliwoods.com | 1991 | Leicester, United Kingdom | 800 | Wealth management services are provided by Mattioli Woods. | ||
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm |
Detailed competitors of Sutherland Independent
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Sutherland Independent (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Sutherland Independent
Complete news archive for Sutherland Independent
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Sutherland Independent
Sutherland Independent was founded in 1996.
Sutherland Independent is headquartered in Edinburgh, United Kingdom. It is registered at Edinburgh, Scotland, United Kingdom.
Sutherland Independent was established in 1996 in Edinburgh, United Kingdom, as a firm specializing in wealth management. Financial advisory and investment portfolio services are offered independently to clients. Operations center on asset allocation, risk assessment, and estate planning within the UK financial sector. The firm maintains a focus on regulatory compliance and client confidentiality in its Edinburgh base.
Sutherland Independent's top competitors include abrdn, Mattioli Woods and Equiom Group.
Sutherland Independent offers Retirement Planning, Wealth Management, Protection Insurance, and Business Planning.
Sutherland Independent has 1 investor. Key investors include IWP Financial Planning.
Sutherland Independent operates through Iwp Financial Planning Limited.
Yes. Sutherland Independent was acquired by IWP in February 2021.