We are a Financial Advice firm which has been providing individuals and corporate clients with expert financial advice for some time. Supported by an expert team, we serve a loyal and broad client base across Hampshire, Wiltshire, Berkshire and Surrey. We'll discuss your financial objectives and goals, uncovering your priorities and timelines for achieving them.
Where we are considering your investment needs, we'll discuss your attitude and experience of investing, as well as the level of risk you can afford to take. Armed with the information we have from the 'discover' stage, we will create a plan which aims to achieve your financial goals. We'll investigate which products will be most suitable for your needs.
Where we are considering your investment needs, we'll discuss your attitude and experience of investing, as well as the level of risk you can afford to take. Armed with the information we have from the 'discover' stage, we will create a plan which aims to achieve your financial goals. We'll investigate which products will be most suitable for your needs.
Services
About us
Report
Templegate Financial Planning provides individuals and corporate clients with expert investment financial advice. With our experience, we help clients to plan for today, tomorrow and the unexpected. We now serve a loyal and broad client base located across Andover, Newbury, Winchester, Marlborough, Salisbury and everywhere in between.
Why choose us
Report
Templegate Financial Planning has a track record as an advice from dating back to 1991, and a loyal following of clients. The founding adviser still provides advice, and our clients not only stay with us for the long term, but also recommend us to their friends, family and colleagues. It is this trust that has enabled us to build up a successful practice, which goes from strength to strength.
About Mark
Report
I am an Independent Financial Adviser providing individuals and corporate clients with expert investment and independent financial advice. I serve a loyal and broad client base located across Andover, Newbury, Winchester, Marlborough, Salisbury and everywhere in between. I am supported by an expert team at 2plan wealth management, which is a financial services company providing compliance, research and administrative support.
About Nathan
Report
I am a Financial Adviser and a member of the Chartered Insurance Institute (CII) and the Society of Mortgage Professionals (SMP). I have a Diploma in Financial Planning (DipPFS) and hold a Statement of Professional Standing. My existing clients are located throughout Berkshire and Hampshire although I am keen to broaden the geographical area I work across.
How we charge
Report
We also completely believe in the value we provide to our clients. In fact, recent research published by the International Longevity Centre UK (ILC) shows that those who receive professional financial advice boost their wealth by an average of 47,706*. Our clients have also told us how much they appreciate our advice and guidance - just take a look at their testimonials below.
Reviews
Be the first to review Templegate Financial Planning.
Write a Review
