Temple Wealth celebrated 10 years as a new business on 21st September. Planned celebrations have been lost in lockdown but the achievements have not.
What a 10 years it has been, we began in 2010 with two Advisers, two paraplanners and an administrator to currently 18 Advisers, 10 Paraplanners, 2 sales support, 2 administrators and a Finance Manager with lots of changes to the industry along the way.
There has been the advent of Diploma Qualifications for Investment Advisers, the banning of commission, vast changes in pension, the mortgage directive, to name but a few, but we are still alive and kicking.
A big “thank you” to Sense Network for believing in us at the outset and its support ongoing which has seen the Company be part of the Parliamentary Review for Best Practice in Financial Services and achieve Corporate Chartered Status in 2017.
The next 10 years will see more changes no doubt but you can always count on Temple Wealth management to be your financial partner for life and we wouldn’t want it any other way.
We would like to share our celebrations with our clients, both existing and new by asking you to like and share this post with your friends and colleagues with a chance to win £50 M&S voucher.
Anyone who likes the post on social media will be entered into the draw which closes at midnight on Thursday 8th October with the winner being drawn at random and notified on 9th October 2020.