Andrew Sutherland

//Andrew Sutherland
Andrew Sutherland 2017-12-05T09:36:23+00:00

Project Description

DIP PFS, Independent Financial Adviser
Areas Covered: Burnley, Preston, Halifax, Stockport and Wigan

  • 1814927413 Andrew Sutherland

Andrew has worked in the financial services sector since 1989 and has seen many changes. His time has been spent advising personal and business clients in all aspects of financial planning and he is committed to providing comprehensive and high quality Independent Financial Advice to his clients.

After working many years as a Restricted Advice Bank Adviser, Andrew has joined True Bearing as he wanted to fully utilise his qualifications and experience to become an Independent Financial Adviser and is now providing true holistic Financial Advice.

Andrew has advised in all areas of financial planning and specialises in Retirement, Investment and Estate Planning. His priority has always been to put the client’s needs first and endeavours to do his very best to create, protect and grow a client’s hard earned wealth.

Andrew always recommends regular review meetings with his clients to help ensure that a good working relationship is built up and the client feels that they are fully looked after. A regular review helps ensure that recommendations made are still appropriate to their requirements and their financial position is up to date.

Andrew is highly motivated and has an infectious energy. Originally from Manchester he has lived in East Lancashire for the last 20 years and plans to bring his experience of face to face financial planning to the communities of East Lancashire, the North West and Manchester.

His spare time is spent with his family; outside of financial services his other passion is health and fitness and has spent the last few years as a Physical Training Instructor with the British Army Reserves. He has always looked at ways to raise funds for local charities and after running 7 marathons decided to try boxing and has now completed his first fight for charity (he won!). He is now planning his second.

For Advice On:

Corporate Financial Planning
Investments
Retirement Planning/Options
Protecting Income
Estate Planning
Shareholder Protection
Inheritance Tax Planning
Trusts
Life Assurance

Qualifications:

Diploma in Financial Planning
Financial Planning Certificate
Certificate in Mortgage Advice
Certificate in Equity Release
Certificate in Life & Pensions

CF1 – UK financial services, regulation & ethics
CF3 – Financial Protection
CF4 – Retirement Planning
CF5-   Integrated Financial Planning
CF6 – Certificate in Mortgage Advice

ER1 – Equity Release

FP1 – Financial Planning Certificate

R01 – Regulation and Ethics
R02 – Investment Principles
R03 – Personal Taxation
R04 – Pensions and Retirement Planning
R06 – Financial Planning Process

 
Andrew-Sutherland_1000x667px Andrew Sutherland
Andrew SutherlandIndependent Financial Adviser
Office: 01257 260011

Mobile: 07910 519 666

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