Here are just a few comments and testimonials from our customers.
John Velasco has been a continuing source of financial advice to me over the past 10 years or so. In that time my circumstances have changed significantly and John has continued to provide me with sound advice and relevant investments, in today’s world where both the financial markets and my own circumstances are continually changing. I feel assured that I can rely on John to keep me abreast of the situation by keeping me up to date with good financial advice.
Russell Fletcher, Senior Systems engineer
We felt very comfortable discussing our needs with Justin and happy that all areas discussed have improved with the new proposals we have now taken, and we have no hesitation in returning when further needs arise or our situation changes in the future. We would certainly recommend the services of Temple Wealth based on our own experience.
Mr & Mrs Hutchings, Personal Banking Adviser and Herdsman
My wife and I first met Chris over 12 years ago. We have benefited from his help and advice. We are extremely pleased with the decision we made. He is always very professional in his advice, contactable, courteous and helpful, we would recommend him to others.
Andy Walls, Physical Infrastructure Solutions Architect
I was introduced to Greg through a recommendation and I’m glad to be endorsing that recommendation.
We used Greg’s services to help us provide a workplace pension plan and in this, he was honest, plain speaking and looked for our best interests. He was always early for his appointments and well presented. He was cordial with members of my team and easily available and approachable.
Having gained our respect and trust I’m glad to say he is now sorting my personal pension out so that I might see the light at the end of the tunnel!
Mr Jaiswal, Dentist
David has been my Financial Advisor since 2004 and I respect him for his high integrity, sound advice and ability to understand and interpret my financial needs in what has been a changing marketplace. He always takes the time to make sure his recommendations fall within my risk profile whilst seeking out the most advantageous investments, and he has helped me achieve a balanced portfolio suitable to my personal financial goals. I have no hesitation in recommending him to anyone looking for independent financial advice of a high calibre.
Gillian Fox, Business owner
I have known Graham for the past 6 years and he has helped my wife and I with our investment and pension arrangements. Throughout that time he has kept us updated on the financial markets and regulations, as well as how our portfolio is progressing. When I was made redundant last year I was in urgent need of Graham’s expertise. He quickly worked through various financial scenarios for both short term and long term planning and explained he options in detail but in a way that I could easily understand. It is clear from all my dealings with Graham that he understands our individual needs and all the advice is geared to our best interests.
David Stone, Research & Development Scientist
I was very impressed with John King’s help on my Equity Release. He was professional, patient and took me through the process step by step. Nothing was too much trouble. When I found it all a bit daunting John explained it all so that I could understand what I was doing.
I would have no hesitation in asking John for his financial advice in the future and would certainly recommend his services to friends and family.
Cy Cotterill’s advice on the application for a remortgage was invaluable and priceless. He helped me organise all the relevant documents required to support my application. He also arranged a SKYPE interview with me in order to obtain all the relevant details and information about me. I am not particularly Information Technology savvy and Cy helped me through this process. Whenever I had any doubts or issues about the application Cy was always available to address those issues to set my mind at rest. Cy did a great deal of research on the market and eventually found the right lender to suit my needs. Cy is a great financial adviser and I personally found him to be very approachable and precise in his advice. I also found Cy to be a very understanding and sympathetic throughout the entire mortgage application process until its successful conclusion. A very big thank you to Cy Cotterill.