Tryst Financial Ltd

Independent Financial Adviser  Overland Suites, Larbert, Stirling and falkirk, FK5 4PU
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.5/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Barry Stewart FPFS Chartered MCSI
Chartered Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Chartered Financial Planner
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.

Where to find us
Head office address: Overland Suites, Suites 3 and 4, 263 Main Street, Falkirk, Larbert, FK5 4PU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Tryst Financial Ltd is an appointed representative of TenetConnect Limited.

Tryst Financial Ltd is registered in Scotlan under reference SC531858
Registered office address: Overland Suites Suite 4, 263 Main Street, Larbert, Stirlingshire, Scotland, FK5 4PU.

Response rating
9.5/10
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FCA authorised
Last authorised 28th September 2020

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