Shepherd and Wedderburn Financial Ltd are delighted to announce the appointment of Sarah Tory as Financial Adviser.
Formerly a consultant with Origen Private Client Solutions, Sarah has built up a wealth of experience advising both corporate and private clients.
Speaking of her move to Shepherd and Wedderburn Financial, Tory stated: "In my view, personal financial planning has never been about just making a quick return on investments. In an age characterised by low interest rates, more complex investments and changing tax landscapes, real and measured consideration needs to be applied to issues such as wealth preservation, business protection and succession."
Shepherd and Wedderburn Financial is the independent financial advisory arm of Shepherd and Wedderburn LLP’s Private Client practice. The combined resources and expertise of both firms are leveraged to offer clients a joined-up approach to helping them achieve their mid to long-term financial planning objectives. Tory comments: "Clients want advisers who understand their needs, and Shepherd and Wedderburn Financial is a great place to be to deliver a truly comprehensive and integrated service."
Notes to Editors:
Shepherd and Wedderburn Financial Ltd is the independent financial advisory arm of Shepherd and Wedderburn LLP’s successful Private Client practice. The firm offers a range of services as part of an overall financial planning offering and delivers clear solutions based on an agreed understanding of client circumstances and goals.
Isabel Gillies, PR & Marketing Manager
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