Based on the South Coast, Temple Wealth Management Ltd provides holistic financial advice for individuals and businesses.

Based on the South Coast, Temple Wealth Management Ltd provides holistic financial advice for individuals and businesses. All our Financial Advisers are independent allowing them to recommend a product best suited to your needs based on a comprehensive and fair assessment of the market.

We offer the following products and services:

Investments
There are various types of investment – some will be right for you and some won’t. It all depends on how much risk you are prepared to take and what you are trying to achieve with your investments.

Retirement Planning
Saving for retirement is something that most of us put off but the reality is the sooner you start paying into a pension the higher your income in retirement is likely to be.

Insurance and Protection
We cover all types of protection to ‘Ensure you are prepared for the unexpected’. We offer protection for your home, belongings, health and income.

Mortgages
Temple Mortgage aim to take some of the stress out of moving. Whether you are a first time buyer or looking to add to your portfolio, we will help you every step of the way, providing recommendations from across the market.

We are committed to independent advice, constructing financial solutions, using products from the whole of the market. Financial advice is provided exclusively by qualified and experienced practitioners.