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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 Chartered Financial Planner with over 17 years’ experience. Specialising in pension planning, investments and long term care.

As one of only a few Independent Chartered Financial Planners in Scotland Accredited by SOLLA (Society of Later Life Advisers) for Later Life and Retirement advice I can advise in all areas of financial planning.

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

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Scotland

Covers

City of Edinburgh, Falkirk, Stirling

Send an email to Sarah Tory

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