Testimonials

Here are just a few comments and testimonials from our customers.

John Velasco has been a continuing source of financial advice to me over the past 10 years or so. In that time my circumstances have changed significantly and John has continued to provide me with sound advice and relevant investments, in today’s world where both the financial markets and my own circumstances are continually changing. 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, Senior Systems engineer

We felt very comfortable discussing our needs with Justin and happy that all areas discussed have improved with the new proposals we have now taken, and we have no hesitation in returning when further needs arise or our situation changes in the future. We would certainly recommend the services of Temple Wealth based on our own experience.

Mr & Mrs Hutchings, Personal Banking Adviser and Herdsman

My wife and I first met Chris over 12 years ago. We have benefited from his help and advice. We are extremely pleased with the decision we made. He is always very professional in his advice, contactable, courteous and helpful, we would recommend him to others.

Andy Walls, Physical Infrastructure Solutions Architect

I was introduced to Greg through a recommendation and I’m glad to be endorsing that recommendation.

We used Greg’s services to help us provide a workplace pension plan and in this, he was honest, plain speaking and looked for our best interests. He was always early for his appointments and well presented. He was cordial with members of my team and easily available and approachable.

Having gained our respect and trust I’m glad to say he is now sorting my personal pension out so that I might see the light at the end of the tunnel!

Mr Jaiswal, Dentist

David has been my Financial Advisor since 2004 and I respect him for his high integrity, sound advice and ability to understand and interpret my financial needs in what has been a changing marketplace. He always takes the time to make sure his recommendations fall within my risk profile whilst seeking out the most advantageous investments, and he has helped me achieve a balanced portfolio suitable to my personal financial goals. I have no hesitation in recommending him to anyone looking for independent financial advice of a high calibre.

Gillian Fox, Business owner

I was very impressed with John King’s help on my Equity Release. He was professional, patient and took me through the process step by step. Nothing was too much trouble. When I found it all a bit daunting John explained it all so that I could understand what I was doing.

I would have no hesitation in asking John for his financial advice in the future and would certainly recommend his services to friends and family.

Maxine Sills

The recent withdrawing of the remainder of our money invested through your company has ended a fifteen year association.

Initially introduced and then overseen by Mr Oliver Smith-Boyes (a close family friend), we were slightly concerned when he retired seven years ago as to how we would relate to his replacement. Our fears proved groundless.

From the outset it was clear that we could trust John Velasco totally, sensing that he had our best interests at heart and that our investments were in good hands. We always valued his advice and suggestions, and always knew that final decisions were up to us and he would not push us along a particular path. When poorer returns one year due to the market downturn ‘wobbled’ our resolve to leave our money with you, his experience enabled us to see the benefit of a longer-term view, which proved to be the case when profits subsequently rose.

John made us comfortable to phone him with any concerns or requests, and he was always available or quick to respond to left messages. He had the gift of putting specialist financial vocabulary into understandable words.

Over seven years John became more of a friend than an advisor, and we are so grateful for his support during that time. We feel that with his guidance our savings were maximised way beyond our expectations.

Thank you, John

Denis and Louise

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