Tryst Financial Ltd

Independent Financial Adviser Overland Suites, Suites 3 and 4, 263 Main Street, Falkirk, Larbert, FK5 4PU
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
2nd December 2019
We are a holistic independent financial advice firm, servicing clients throughout Scotland at their home or our office in Larbert.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Barry Stewart FPFS Chartered MCSI
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Overland Suites, Suites 3 and 4, 263 Main Street, Falkirk, Larbert, FK5 4PU

Make an enquiry
About us

Tryst Financial is a holistic independent financial advice firm based in our office in Larbert. We provide face to face financial planning advice for both private clients and company directors throughout Scotland.

Our director is a Chartered Financial Planner with the Chartered Insurance Institute, Chartered Member of the Chartered Institute for Securities and Investments and a Fellow with the Personal Finance Society.

Our services

We specialise in providing a range of advice, covering all aspects of our clients financial planning journey – from saving for your children’s future, to specialist advice on final salary pension transfers.

Our aim is simple…. to offer advice and a service which is personally tailored to reflect every client's individual needs and objectives, to build long term effective relationships and to continue to provide a confidential and professional service that is of the highest standard.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 0.13 mi
Independent, Unbiased advice provided in a friendly and professional manner face to face. Initial meeting without obligation or charge.
 
Independent Financial Adviser 0.44 mi
At R&G Financial Services we provide advice either in our office or in your own home.
 
Independent Financial Adviser 1.07 mi
Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
 
Independent Financial Adviser 2.17 mi
We're an Independent Financial Adviser, working with private individuals and corporate clients.