Sutherland Financial Planning LTD
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- Spaces, 1 Concourse Way, Sheffield, S1 2BJ
Number of Employees
- ✔No. of Financial Advisers: 1
- ✔No. of Employees: 2
Adam is a Qualified Investment Adviser with expertise across multiple areas, including Financial Planning and Advice, Securities, Derivatives, Mortgages, and Protection. He earned a BSc in Investment and Finance in Property from Henley Business School in 2007, after which he began his career at Investec Private Bank in London. Adam also holds an Advanced Diploma in Commodity Trading from the Geneva School of Economics and Management (GSEM) and has completed the Oxford Blockchain Strategy Programme developed by Said Business School at the University of Oxford.
He is an Associate of the Chartered Institute for Securities & Investment (CISI) and is currently pursuing the Chartered Wealth Manager designation.
After 3 years at St. James's Place Wealth Management plc, between 2021 and 2024, working for an Appointed Representative, he left to set us his own Independent Financial Advice (IFA) firm, Sutherland Financial Planning Ltd. He is also a keen property investor with a passion for quality HMO/shared accommodation for young professionals and mature students.
Sutherland Financial Planning LTD is based in Sheffield, has one financial adviser in Financial Services. Sutherland Financial Planning LTD is registered with the FCA (registration number: 1019359). You can check the firm registration with the FCA here.
Sutherland Financial Planning LTD are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Life Insurance
- ✔ Insurance
Directions to Sutherland Financial Planning LTD from the Motorway
- Starting from the M1:
- Proceed to the M69 ramp, which leads to Birmingham/Coventry.
- Upon reaching the roundabout, proceed to take the 4th exit leading onto the M1 ramp destined for Nottingham/Newark/Leicester (N).
- Merge onto the M1 subsequently.
- Take the exit that leads towards Rotherham Gateway/Sheffield Parkway/A630.
- At the roundabout, take the 1st exit onto Rotherham Gateway/Sheffield Parkway/A630 and continue following Sheffield Parkway.
- Keep right to continue on Sheffield Parkway/A57.
- Make a slight left onto Sheffield Parkway.
- When you arrive at Park Square Roundabout, take the 3rd exit onto Sheaf St/A61. Your destination will be situated on your right.
List of advisers under Sutherland Financial Planning LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.