Tryst Financial Ltd

Independent Financial Adviser  39 King Street, Falkirk, Stirlingshire, FK5 4HD
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FCA authorised
Last authorised 21st April 2021
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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Defined benefit
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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
Meet our advisers
MR Barry Stewart FPFS Chartered MCSI
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Tryst Financial Ltd is an appointed representative of TenetConnect Limited.

Tryst Financial Ltd is registered in Scotland under reference SC531858
Registered office address: 39 King Street, Stenhousemuir, Larbert, Stirlingshire, FK5 4HD.

39 King Street, Stenhousemuir, Falkirk, Stirlingshire, FK5 4HD

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