08:30 – 17:00

Monday to Friday

Fort Fareham Business Park,

Fareham PO14 1AH

01329 282 882

fareham@templewealth.co.uk
Temple Wealth - Your Financial Partner For Life
19th January 2021

08:30 – 17:00

Monday to Friday

Fort Fareham Business Park,

Fareham PO14 1AH

01329 282 882

fareham@templewealth.co.uk
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Temple Wealth
  • Temple Wealth
  • Our Advisers
  • Services
    • Advice on Equity Release Schemes
    • Automatic Enrolment & The Workplace Pension
    • Savings And Investments
    • Retirement Planning
    • Protection
    • Other Services from Temple Wealth
  • Insights
    • Newsletter
    • Our Community
  • Testimonials
  • Blog
  • Mortgages
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  • Temple Wealth
  • Our Advisers
  • Services
    • Advice on Equity Release Schemes
    • Automatic Enrolment & The Workplace Pension
    • Savings And Investments
    • Retirement Planning
    • Protection
    • Other Services from Temple Wealth
  • Insights
    • Newsletter
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  • Testimonials
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Month: September 2019

Temple Wealth September 30, 2019 No Comments

Should young people be making the most of the Help to Buy ISA?

The Help to Buy ISA is a government backed scheme that provides a 25% bonus on the balance of the account with a maximum bonus of £3,000, provided the money is put towards the purchase of your first home before 1st December 2030 – so long as the house price is lower than £250,000 (£450,000 in London).

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Investments, Mortgage Help to Buy, Help to Buy ISA, ISA
Temple Wealth September 16, 2019 No Comments

Is it time to consider protection for your family if you run your business?

Take any business assurance, for example. Ask yourself if you have a cross-sell or buyout agreement set up between partners or directors, which could prove to be useless for the survivors if you do not have the cash to pay out the value of a deceased partner’s share? Everybody loses.

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Uncategorized
Temple Wealth September 9, 2019 No Comments

Equity Release – surviving divorce by using a Flexible Lifetime Mortgage

In recent years we have seen the number of people divorcing in retirement increase. This group of people need to be aware of a litany of financial pitfalls as they try to divide a lifetime’s worth of assets.

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Mortgage Equity release, Lifetime Mortgage

November – December 2020 Smart Money

Download the Smart Money pdf here

Budget 2020 Smart Money

Download the Smart Money pdf here

Parliamentary Review

Download the Parliamentary Review here

Recent Posts

  • Help to Buy Scheme 2021
  • Executive Income Protection
  • Socially Responsible Investment
  • Why have an annual review?
  • Re-mortgaging in the time of Coronavirus

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Head Office
2nd Floor Artillery House
Fort Fareham Business Park
Fareham
Hampshire
PO14 1AH
T: 01329 282 882
F: 01329 282 884
E: Fareham@templewealth.co.uk
W: www.templewealth.co.uk
Dorchester Office
Newborough House
Queen Mother Square
Poundbury
Dorchester, Dorset
DT1 3BJ
T: 01305 213150
F: 01305 268714
E: Dorchester@templewealth.co.uk
W: www.templewealth.co.uk

corporate chartered financial planners

Temple Wealth Management Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority.

Registered Office/Head Office as per left hand side Registered in England and Wales No: 7335886.

Temple Wealth Management Ltd is entered on the Financial Services register under reference 531961

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