Sarah Tory - Chartered Financial Planner

Independent 12 Scobbie Place, Falkirk, Redding, FK2 9AF
First meeting at adviser's own cost
Response rating
9.4 /10
FCA verified
14th October 2019
An experienced Chartered Financial Planner where the focus is on you. Simple, honest, professional advice .
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Long term care
Meet our advisers
Sarah Tory APFS Certs CII (MP & ER)
Chartered Financial Planner
Accreditations
Care advice standard Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
What our clients say
Sarah's emphasis is on personal care, she is easy to talk to and explains the relative merits of different options clearly; spending time to make sure that they suit my requirements. She is diligent, organised and a pleasure to deal with - so much so that I have recommended her to my friends and family!
S H, Dunblane
Where to find us

12 Scobbie Place, Falkirk, Redding, FK2 9AF

Make an enquiry
About us

I am a Chartered Financial Planner with over 15 years’ experience. Specialising in pension planning and long term care.

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.

As one of only a few Independent Chartered Financial Planners in Scotland Accredited by SOLLA (Society of Later Life Advisers) I have the requisite skills and knowledge to help clients at what can often be a stressful and emotional time.

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

I am proud to be a Chartered Financial Planner, the Chartered Financial Planner status is a widely accepted 'gold standard' qualification for professional financial planners in the United Kingdom.

By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession.

I am part of the Fairstone Group, Fairstone Financial Management Ltd is a national firm of Independent Financial Advisers. Established in the North East in 2008, Fairstone is now one of the UK’s largest Chartered financial planning firms.

Our services

Pension planning - however simple or complex. Pensions are my professional love and I am a huge advocate of the benefits of sound retirement planning.

Helping someone be able to retire earlier than they thought possible is fantastic.

Please note I will only consider final salary transfers when you are close to retirement.

Long term care planning - knowing about the social work system, local authority funding and just how emotional getting someone into care is.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0