08:00 – 17:30

Monday to Friday

Fort Fareham Business Park,

Fareham PO14 1AH
Temple Wealth - Your Financial Partner For Life
4th December 2016

08:00 – 17:30

Monday to Friday

Fort Fareham Business Park,

Fareham PO14 1AH
retirement

Retirement Planning

Helping you achieve the financial freedom to get the retirement you have worked towards all your life.
mortgages

Mortgages & Protection

Guiding you through the mortgage maze and protecting the things you love most.
savings

Savings & Investments

Tailored advice looking at your objectives and risk to create & expand your savings & investments.
insights

Insights

Improve your knowledge of the finance world with insights from our advisers.

About Us

Temple Wealth Management Ltd was established in 2010 by a group of experienced Independent Financial Advisers with a view to creating a customer centric company.

We are able to act on behalf of a wide range of personal and corporate clients, providing holistic financial advice for individuals and businesses.

At Temple Wealth Management and Temple Mortgage, we believe that treating customers fairly is about delivering a fair outcome to our customers whilst offering a first class business service.

  • We are open about the way we carry out our business and how we are remunerated
  • We welcome customer feedback to improve our business
  • Professional development is key ensuring our advisers can offer the best advice
  • Our business is about our customers, and we are always conscious of this
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Since opening, Temple Wealth Management, have expanded with offices in both Fareham and Dorchester. They have a dedicated team of Independent Mortgage Advisers and Independent Financial Advisers.

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Our Pledge

We look at all areas of our business on a regular basis to ensure that:

Fair Treatment

Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm’s culture

Considered

We consider our customers when promoting new services and products

Clear & Informative

Our customers are provided with clear information and we keep them informed before, during and after the point of sale.

Understanding

Where advice is provided, we take time to understand the customers’ situation and ensure that our advice is suitable and appropriate.

Committed

We meet our customers’ expectations, providing them with a level of service and products that are of an acceptable standard.

Hassle Free

We will ensure that our customers can switch providers, change products, surrender policies and make any complaints without any undue barriers.

Why Choose Us?

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Holistic

Providing holistic financial advice for individuals and businesses

transparent

Transparent

We are open about the way we carry out our business and how we are remunerated

tailored

Bespoke

Advice that is specific to your financial needs and objectives which is reviewed annually

professional

Professional

We are qualified and experienced practitioners, regulated by the Financial Conduct Authority

Testimonials

Here’s what just some of our clients have said

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…high integrity, sound advice and ability to understand and interpret my financial needs in what has been a changing marketplace.
Gillian Fox
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…He quickly worked through various financial scenarios for both short term and long term planning…
David Stone
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I feel assured that I can rely on John to keep me abreast of the situation by keeping me up to date with good financial advice.
Russell Fletcher
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We would certainly recommend the services of Temple Wealth based on our own experience.
Mr and Mrs Hutchings

You can trust Temple Wealth to support you

Request a Call Back

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

Note: Your details are kept strictly confidential as per our Privacy Policy.

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