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.
We look at all areas of our business on a regular basis to ensure that:
Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm’s culture
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.
Where advice is provided, we take time to understand the customers’ situation and ensure that our advice is suitable and appropriate.
We meet our customers’ expectations, providing them with a level of service and products that are of an acceptable standard.
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
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.
…He quickly worked through various financial scenarios for both short term and long term planning…
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.
Providing holistic financial advice for individuals and businesses
We are open about the way we carry out our business and how we are remunerated
Advice that is specific to your financial needs and objectives which is reviewed annually
We are qualified and experienced practitioners, regulated by the Financial Conduct Authority