36 North Castle Street
Edinburgh, Midlothian EH2 3BN
Phone: 0131 225 3333
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Retirement, investment, tax, estate, insurance, education, divorce, sudden wealth, transition, business succession planning
About My Practice
Based in Edinburgh, Sutherland Independent currently has 5 advisers, with support from a team of administrators and paraplanners. The company has continued to expand since Jason and Ruth Betteridge took over the firm in 2007, and has held the Chartered status in 2014.
About Matthew Spence
I have been working with clients since 1998, and have evolved how I work with them over these years to ensure they get the best out of what we do together. Keen cook, and have a passion around sports and fitness.
Clients who want a full financial life planning experience, and the services are particularly useful to anyone dealing with change (divorce, career change, retirement, bereavement).
Ideal client would be in the range of 40 to 60, typically professionals, who wish to get the best out of life
Work is fee based, and fees for the initial work will depend on the complexities of the client's situation. Ongoing fees are a percentage of assets. Where commission is available on certain types of contract (protection), this can be used to offset fees. Any surplus commission is used to reduce premiums for said protection
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