Retirement Planning
Helping you achieve the financial freedom to get the retirement you have worked towards all your life.
Mortgages & Protection
Guiding you through the mortgage maze and protecting the things you love most.
Savings & Investments
Tailored advice looking at your objectives and risk to create & expand your savings & investments.
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.
In 2017 we are proud to have achieved the title of Chartered Financial Planners. Chartered status is an objective mark of professional standing among all professions. It demonstrates our commitment to developing knowledge, enhancing capability and maintaining ethical standards.
The title Chartered Financial Planners is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services.
Our priority is to understand your financial goals and offer advice on products, based on full research, that enables you to reach those goals.
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.
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.
Your Financial Partner For Life
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.
We treat your data with respect and you can find further details in our Privacy Policy.
Testimonials
Here’s what just some of our clients have said
…high integrity, sound advice and ability to understand and interpret my financial needs in what has been a changing marketplace.
Gillian Fox
…He quickly worked through various financial scenarios for both short term and long term planning…
David Stone
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
We would certainly recommend the services of Temple Wealth based on our own experience.
Mr and Mrs Hutchings
Why Choose Us?
Holistic
Providing holistic financial advice for individuals and businesses
Transparent
We are open about the way we carry out our business and how we are remunerated
Bespoke
Advice that is specific to your financial needs and objectives which is reviewed annually
Professional
We are qualified and experienced practitioners, regulated by the Financial Conduct Authority