08:30 – 17:00

Monday to Friday

Fort Fareham Business Park,

Fareham PO14 1AH
Temple Wealth - Your Financial Partner For Life
24th February 2021

08:30 – 17:00

Monday to Friday

Fort Fareham Business Park,

Fareham PO14 1AH

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Insights

Temple Wealth Management has a team of advisers who love to share their knowledge and help you get the best from your money. Insights provide you with a range of information from jargon busting through to the latest Wealth Management and Mortgage news. Follow us on Facebook, Twitter and Linkedin to help shape your financial goals.

Smart Money

Welcome to our first edition for 2021. In a year of renewal, hopefully we’ll see a world that is steadily returning to normal, while also rapidly accelerating into a transformed future.

Although lockdown restrictions have eased in some areas, the coronavirus (COVID-19) pandemic will continue to impact on our lives in many ways. This global pandemic created overwhelming anxiety. Many people are anxious not just about the virus, but the resulting financial pressure and uncertainty. Getting our financial life in order will be a top priority for many as we enter 2021.

Holding cash or cash equivalents is not necessarily a bad thing but holding too much or too little can put your long-term goals in jeopardy. On page 12 we look at the choice between holding large amounts of cash long-term in a savings account versus investing, and how it could have a big impact on your future wealth.

Time to reassess how to shape your personal financial journey?

The start of a new year is the perfect time to reassess how to shape your personal financial journey. Whatever your circumstances and needs, we’re here to listen to your future plans and support you in achieving them. We look forward to hearing from you.

Budget 2020

Our guide to Budget 2020 aims to provide a clear and concise commentary of the main Budget proposals, focusing on the issues pertinent to you, your family and your business.

The new Chancellor of the Exchequer, Rishi Sunak, delivered his inaugural Budget to parliament on 11 March 2020, amid the backdrop of a growing threat to the economy from the global outbreak of coronavirus (COVID-19) – this Budget he announced aims to bring ‘stability and security’.

He warned of a temporary disruption to the economy from COVID-19. He said it will be ‘tough’ and ‘significant’, but things will return to normal. ‘What everyone needs to know is that we are doing everything we can to keep this country, and our people, healthy and financially secure.’

Parliamentary Review 2016/2017

Temple Wealth Management is delighted to announce that we feature alongside the Prime Minister and a small number of outstanding organisations in a document that looks back on the year in industry and Westminster. The Review showcases best practice as a learning tool to the public and private sector.

The Finance section 2016/2017 reflects on a significant year in British Politics. The forewords by The Rt Hon Theresa May MP and The Rt Hon Philip Hammond MP share their insights to move the economy forward.

Neil Prosser and Sarah Geraghty represented Temple Wealth at the Gala Review, which was held at the Houses of Parliament in September. It was attended by many influential people from the Finance Industry, including a speech from the Rt Hon Sir Eric Pickles.

Download the Smart Money pdf here

Download the Budget Summary pdf here

Download the parliamentary review here.

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