Your Financial Partner For Life

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 were 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

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Testimonials

Justin from Temple Wealth has helped me sort out my pensions. His expertise and advice has been invaluable. He explained everything in great detail so that even I could understand it! He has been patient and thorough throughout the process of amalgamating my various workplace pension pots, which hasn't been a quick procedure, due to the time taken by the pension providers. He has been very flexible with appointment times, going above and beyond to get everything sorted. I highly recommend Temple Wealth and Justin
Simon was recommended to me by a close friend whom has used his services for many years. He has been an absolute superstar, guiding me through some refinancing and future planning of my finances. A wealth of information and I can honestly say I am thrilled at the outcome. I would and have already recommended Simon to a friend. It’s very rare to find somebody so genuine and brilliant. Thank you so much "
John made our equity release surprisingly quick and easy from his side of the process.  He was always available to answer questions and is very approachable.  He is very thorough and knowledgeable and had a vast experience that he can draw on. We couldn’t recommend him more highly!
We thank you very much for all the work you have put in on are behalf, You have opened a new door for our daughter to have her own home. Your knowledge of it and you explained it to us that we could follow easily. Aylin you are a credit to your team. Thank you from the three of us
David Rackham was a godsend back 2019. My husband had died and there was so much financial paperwork to deal with. David took most of this off my hands which saved me so much time and stress. Since then David has advised me on various financial strategies.over the years and revisits them on an annual basis. I have recommended David to two of my friends and they are more than happy with his financial advice.
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