Neil has been providing bespoke financial advice for his clients for over 20 years priding himself on ‘adding value’. He investigates their financial objectives and how to achieve them, whether they are personal clients or corporate clients.

Specialising in both pre and post-retirement planning he advises on pensions and investments, in order to achieve tax planning, growth, income or a combination of each.

Simon has been in the Financial Services Industry for 25 years and is a general practice Independent Financial Adviser covering all aspects of financial planning including mortgages, pensions and investments and protection planning. Over that time he has built up a substantial and loyal client bank covering a wide geographical area.

Simon takes a measured approach to peoples financial needs and has a reputation for being able to get things done.

Justin is approaching 20 years of financial services experience and started his Journey as a financial adviser in 2007 with Lloyds Bank. Having become an independent financial adviser in 2015, Justin prides himself on providing the highest level of service at all times, and tailors his advice around each individual client’s needs with the aim of building long lasting relationships.

He is able to advise both personal and business clients, with his specialist area being retirement planning and investments. In addition to this he can also advise on mortgages, protection and estate planning. Justin lives in Somerset but is based in our Poundbury Office in Dorset, so this enables him to support clients across the south west of England.

Martin has been working in the banking and finance industry for over 30 years, joining Temple Mortgage in September 2016.

He provides independent advice on both mortgages and protection, priding himself on giving the best possible service to all his clients based on their individual circumstances.

Ben has been working in the financial services industry for over 15 years in which time he has gained a wealth of knowledge and understanding of the mortgage and protection sector. He is renowned for having outstanding knowledge of the different lender’s criteria.

He provides his clients with a service tailored to their individual needs and ensures the process from offer through to completion is as stress-free as possible.

Greg has over 20 years’ experience in the financial services sector. Having worked for and with some of the UK’s leading financial services companies, Greg has a practical and in-depth knowledge of the financial world.

From intimate knowledge of complex investment and taxation structures to consulting with other financial advisory firms on how to tailor their businesses, Greg uses his experience to provide business and private clients with efficient and suitable solutions. He has clients across Surrey and surrounding areas.

Aylin has been in the financial services industry since 2006 and worked for Nationwide Building Society for over 17 years as a Mortgage & Protection Adviser.

Aylin is passionate about being extremely client focused, ensuring attention to detail to provide her clients with bespoke solutions for their residential and commercial mortgage needs. Although she is based in Dorset, Aylin offers valued UK wide advice to her clients.

Outside of work, Aylin likes spending time with her family, often going on day trips in the UK or holidays abroad. She also enjoys Pilates as well as watching sports including football and tennis.

Having worked in banking as a Mortgage Adviser for over 30 years, I’m delighted to take the experience I have gained and continue to help my clients with a whole of market approach.

Customer satisfaction and building lifelong relationships is the most important aspect of my role and I have a great sense of pride when my clients recommend me to friends and family.

Justin is a highly qualified Chartered Financial Adviser and a member of SOLLA, the Society of Later Life Advisers, who has been providing financial advice for over 10 years. This advice includes planning for long term care, retirement planning and planning for a prosperous retirement, preparing family legacies and many other areas.

He will work with you to discover your individual needs and recommend the most suitable solutions for you and your family. Justin is based in Hampshire and looks after clients across the south coast, including Dorset, Surrey, Sussex and Kent.

Having worked in financial services since the age of 17, Rachel has come across most situations and can provide solutions that suit your individual circumstances. She has moved away from her banking background which enables Rachel to advise on all the mortgages that are available on the market.

She prides herself on taking the stress and worries out of arranging any mortgage by keeping you up to date throughout the process and also by ensuring your protection needs are adequately reviewed.

Daniel has over 12 years’ experience in the industry. He started out at one of the UK’s leading banks in 2006 and have since worked for some of the leading Financial Advisory firms which has given him a broad and in-depth knowledge of the financial world and how best to tailor his advice to individual clients.

Daniel believes that every client is an individual and that not one size fits all. Financial Advice should be no different, so he takes the time to listen and understand what it is his clients are trying to achieve and help them get there.

David has spent over 35 years working as a Financial Adviser, (25 of those years as an Independent Financial Adviser), working with private and business clients to achieve individual goals. He also provides on-going client support and advice tailored to individual needs.

His specialist advice includes tax efficient planning solutions for retirement, investment, savings and estate planning, including protection solutions and Equity Release planning needs.

Individuals using his service benefit from his experience and client focused advice over the medium to longer term.

David is based in Hampshire and has clients across the South and Home Counties.

John has 25+ years experience in tailoring quality bespoke financial advice to suit individual needs. John has guided many people towards achieving their ultimate financial goals by ensuring that they are aware of the varied products available that are relevant to their personal circumstances.

He specialises in both pre and post retirement planning and helps clients solve inheritance tax problems together with providing them with sound investment advice. John has clients across the south coast from Dorset to West Sussex and further north in Berkshire.

Paul has worked as a Mortgage and Protection Adviser for over 25 years and he has a wealth of knowledge in this area. He particularly enjoys helping people who have found themselves to be in a tough situation and has a problem that may need solving.

He has a calm and laid-back nature which seems to help with what can sometimes be a stressful process. Paul is passionate about Protection for his clients and he likes to ensure they have peace of mind when heading out on life’s journey.

Emma is an extremely experienced Mortgage and Protection Adviser, having worked in the Financial Services Industry for over 25 years. She specialises in mortgage advice, including Equity Release and Protection, always ensuring clients understand the complex nature of the market.

Emma prides herself on providing high-quality service for all of her clients and likes to keep complicated financial matters simple to understand – this helps build client relationships and a lot are now long-time friends also.

With 25 years of experience, Chris is dedicated to guiding individuals and families through every stage of their financial journey. From helping first-time buyers to assisting clients in planning for a comfortable retirement, Chris provides tailored advice that meets each client’s unique needs.

Additionally, Chris works with small business owners to ensure that their financial plans align with both personal and business objectives. He collaborates closely with other professional advisers to deliver comprehensive, client-focused solutions.

Chris specialises in investments, pensions, tax planning, mortgages, insurance, and protection planning. He provides a personal, face-to-face service to clients across Dorset, Hampshire, Wiltshire and Devon, ensuring that trusted advice is always accessible.

Sarah is a qualified Financial Adviser and has grown the Paraplanning team steadily to ensure there are specialists in all areas of Wealth Management. Consistently delivering a high standard of work & encouraging individual development within the team has proven to be a successful combination.

Reputation is a key driver and this allows her to go the extra mile to ensure Advisers spend their time where they are most profitable; in front of clients. Sarah specialises in Investment and Pensions.

Rebecca joined Temple Wealth in 2014 as a Paraplanner. She helps distribute and manage the team’s workload effectively in line with targets.

She is proficient handling a variety of investment cases and has accumulated a wealth of knowledge in her core specialities.

James joined Temple in 2014 as a Paraplanner. He combines effective communication skills with attention to detail in all his case research while ensuring each report is delivered in a timely manner.

James specialises in mortgages and protection, and has obtained a level 3 certificate in mortgage advice.

Gary joined in 2014 as a Paraplanner. He is resourceful & proactive he combines effective communication skills with attention to detail on all reports.

Gary specialises in Retirement planning, both accumulation and decumulation.

Michelle has been with Temple Paraplanning since 2019 having previous financial services experience with Nationwide.

She specialises in investments and annual reviews. She is now working towards her diploma, having passed R01Regulations and Ethics, R02 Investment Principles and Risk, and now studying towards R03 Personal Taxation, in a bid to retire early and go on lots of holidays.

Annabelle joined the Temple Paraplanning team in 2022, with a wealth of experience in customer service. She specialises in retirement planning support and has enjoyed expanding her knowledge of the industry since joining the team.

Sam has been with Temple Paraplanning since 2022 having previous financial services experience with Lloyds Banking Group. She specialises in investments and annual reviews.

She is currently studying towards her diploma and hoping to build on her knowledge and skills further in the finance industry.

Freya joined Temple Paraplanning in 2025, bringing extensive knowledge in customer service. Currently training in retirement support, she has eagerly embraced the opportunity to expand her knowledge and skills since becoming part of the team.

Alicia joined Temple Wealth in 2025, bringing with her a strong background in customer service and a Bachelor of Science degree. She is eager to continue to deepen her knowledge of the financial services industry.

Sandra comes from a background in customer-facing and service roles, so working with people and helping them comes naturally to her. She is known for having a good eye for detail and a caring, friendly approach. She enjoys being part of a team and bringing positive energy to everything she does. Outside of work, Sandra loves spending time with her family – it’s where she feels happiest.

Shannen has recently joined the paraplanning team from a customer service background and is enjoying developing new skills in financial services. She has a strong interest in supporting advisers to help clients achieve their financial goals.

Patrick has worked with Temple Paraplanning for over 12 years as Sales Support. He reviews the progress of individual cases liaising with Providers and Independent Financial Advisers.

Patrick specialises in auditing the fees and commissions and closing projects on completion.

Andy joined Temple in May 2024 as a sales support member.

He’s enjoying this new challenge and has welcomed the wholehearted support of his colleagues throughout the office as he develops his support skills within the Temple Team.

Lewis joined Temple in 2023 as a paraplanner support member. He enjoys supporting the team and looks to continue developing his skills for the future.

Lucy joined the team at Temple Wealth in October 2022 as the Fareham Branch Administrator. Having taken over the role and made it her own, she felt this was the area she really wanted to specialise in and has gained her Financial Administration qualifications.

Lucy is a powerful force in the workplace and uses her positive attitude and tireless energy to encourage others to work hard and succeed. In her spare time Lucy likes to spend time with her family and furry friends!

Hazel has been working for Temple Mortgage for over 11 years and manages the daily running of the Poundbury office as well as the administration team.

She gained her CeMAP qualification back in 2016 which has provided her with an in-depth knowledge of the mortgage process and financial industry.

Emma joined the Dorchester office administration team back in 2021 having spent 6 years in the Banking industry.

She has a broad range of mortgage knowledge which she has gained from working closely with mortgage advisers over the years.