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Sarah Tory

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Scotland

Covers

City of Edinburgh, Falkirk, Stirling

Sarah Tory

Chartered Financial Planner

I am a highly knowledgeable and qualified Chartered financial planner with over 20 years’ experience advising clients.

Known by my clients and colleagues as professional, amiable and intensely client focused, I am proud of my enthusiasm for my profession and the desire to help individuals and families navigate through what can be complex financial situations.

I specialise in pension planning and investments and when giving advice my focus is on you, your objectives and your financial plans.  My aim is to provide easily understandable, intelligent, honest, and professional advice.

I am a pension transfer specialist, a member of the Personal Finance Society and an Associate of the Chartered Insurance Institute.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Scotland

Covers

City of Edinburgh, Falkirk, Stirling

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