Justin from Temple Wealth has helped me sort out my pensions. His expertise and advice has been invaluable. He explained everything in great detail so that even I could understand it! He has been patient and thorough throughout the process of amalgamating my various workplace pension pots, which hasn’t been a quick procedure, due to the time taken by the pension providers.

He has been very flexible with appointment times, going above and beyond to get everything sorted.

I highly recommend Temple Wealth and Justin

Simon was recommended to me by a close friend whom has used his services for many years. He has been an absolute superstar, guiding me through some refinancing and future planning of my finances.

A wealth of information and I can honestly say I am thrilled at the outcome. I would and have already recommended Simon to a friend. It’s very rare to find somebody so genuine and brilliant.

Thank you so much 🙏🏼”

John made our equity release surprisingly quick and easy from his side of the process.  He was always available to answer questions and is very approachable.  He is very thorough and knowledgeable and had a vast experience that he can draw on.

We couldn’t recommend him more highly!

We thank you very much for all the work you have put in on are behalf, You have opened a new door for our daughter to have her own home.

Your knowledge of it and you explained it to us that we could follow easily. Aylin you are a credit to your team.

Thank you from the three of us

We can’t thank and recommend Aylin enough for her incredible support and expertise in helping us update our life insurance and secure a loan through our mortgage. Her guidance enabled us to free up the necessary funds to complete release funds to facilitate our extension and house renovations plans.

Aylin is an absolute credit to her profession—friendly, personable, and highly professional throughout the entire process. She provided excellent insights, ensuring we got the best deal possible. Her dedication and knowledge made what could have been a stressful experience completely seamless.

We highly recommend Aylin to anyone seeking financial advice on mortgages. She’s been absolutely amazing! We will absolutely be going to Aylin for mortgage and financial advice for all our future needs.

Aylin Jones at Temple Wealth Management has been absolutely fantastic! From start to finish, she provided expert mortgage advice, guiding me through every step with professionalism and clarity. She took the time to understand my needs and found the best possible mortgage deal available. Aylin’s knowledge and experience meant that any question I asked was explained in detail, allowing me to make more informed decisions.

In addition, Aylin also helped me to secure the right level of life insurance, ensuring I had the best coverage. Her approachable and friendly manner on sensitive subjects made the entire process stress-free and her expertise gave me complete confidence in the product she presented, with the added bonus being it was at a very competitive price.

I am incredibly grateful for her support and wouldn’t hesitate to recommend her to anyone looking for mortgage or financial advice.

Thank you, Aylin!

Meeting Aylin Jones was truly life-changing for us. After being declined a mortgage, we felt hopeless and unsure of our next steps. Aylin took the time to really understand our situation, believed in us, and found a way to make it happen.

Thanks to her, we were able to buy our first home -something we thought was out of our reach.

Since then, she’s continued to be there for us, guiding us through our mortgage renewal and offering thoughtful, honest financial advice. Aylin isn’t just our broker – she’s someone we trust deeply.

Her support has brought us stability, peace of mind, and the joy of finally having a place to call our own. We’ll always be grateful for everything she’s done for us.

I have used Temple Wealth Management Limited to manage my investments for many years and I have always been impressed by the sound level of advice and personal service I receive from my Financial Advisor David Rackham, and his colleagues.

Their investment advice is always tailored to be within my risk assessment comfort zone and I have been very happy with the performance of my portfolio, even through the years of fluctuating financial climates.
The continuity of an in person yearly review with my Advisor and the rapport we have built up over time, is a valued part of their service and an opportunity to tweak my portfolio if necessary to ensure it still meets my current investment needs.

I have no hesitation in recommending their services.

I have used our financial advisor David Rackham who helped me setup a pension nearly 20 yeas ago. In that time and with considerable input from David I have watched it grow and it has out performed all of my expectations.

David also manages a stocks and shares ISA for me as well as a cashback medical insurance plan for the staff in a company I run.

I have complete confidence in how he manages our affairs, all communications are dealt with swiftly and I look forward to a comfortable retirement!

David Rackham was a godsend back 2019. My husband had died and there was so much financial paperwork to deal with. David took most of this off my hands which saved me so much time and stress.

Since then David has advised me on various financial strategies.over the years and revisits them on an annual basis.

I have recommended David to two of my friends and they are more than happy with his financial advice.

We thought we would write a few lines just to say a huge thank you for all the valuable work you and your team at Temple Wealth Management have done on our behalf over the many years that we have known each other.

Over this time, you have secured for us a mortgage, which at the time was difficult for a newly self-employed person to obtain.
Also, you have managed our investments and insurances to great effect.
Finally, as we approach retirement you have skillfully managed our pension requirements so that we feel secure with our future finances.
All of this has made our financial decision making so much easier.

Again, thank you so much and we look forward to our continued association.

I was looking for a financial adviser ahead of retirement and chose Temple Wealth Management, and so glad I did.

David Rackham has been brilliant in managing my wealth to ensure I have the appropriate level of risk in our investments at the same time ensuring a regular income.

He has taken the time to fully understand both our current and long terms needs. He is a real gentleman, trustworthy and ensures we understand what is happening, certainly not talking down to us.

If all the staff are like David you won’t have anything to worry about.

Paul recently helped us find a mortgage for our first house purchase and we couldn’t be more pleased with the service.

His clear, concise explanations made the mortgage process straightforward and stress-free. Paul was always responsive and incredibly easy to engage with, ensuring we felt supported every step of the way.

We highly recommend Paul and Temple Wealth Management for anyone in need of a reliable and knowledgeable mortgage broker.

Temple Wealth Management, and notably John Velasco, have provided myself and my family with some very sound financial advice, for many years now.

Nothing is ever too much trouble, with an attention to care and patience which is refreshing, and always valued

Chris Wilson understands our needs and explains his proposals in a way that’s clear to understand, stating why this is his recommendation for our circumstances

Chris has always given me clear advice that meets my requirements, but also explains alternatives for me to compare with my choice. I totally trust Chris’ advice.

I have known David for a number of years now and he has always given me  thoughtful,  constructive and professional guidance where my finances are concerned.

He has always given his advice in a friendly manner with nothing but my  own and my families interest at heart. He particularly helped me after a health issue that reassured me enormously with regards to my financial security and for that I cannot  thank David enough.