Sarah Tory joins Shepherd and Wedderburn Financial
Shepherd and Wedderburn Financial has appointed Sarah Tory as financial adviser.
Formerly a consultant with Origen Private Client Solutions, Tory has built up a wealth of experience advising both corporate and private clients.
“In my view, personal financial planning has never been about just making a quick return on investments,” says Tory. “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.
“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.”
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