Temple Wealth Management Ltd was established in 2010 by a group of experienced Independent Financial Advisers with a view to creating a customer-centric company.
We are able to act on behalf of a wide range of personal and corporate clients, providing holistic financial advice for individuals and businesses.
In 2017 we are proud to have achieved the title of Chartered Financial Planners. Chartered status is an objective mark of professional standing among all professions. It demonstrates our commitment to developing knowledge, enhancing capability and maintaining ethical standards.
The title Chartered Financial Planners is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services.
Our priority is to understand your financial goals and offer advice on products, based on full research, that enables you to reach those goals.
Since opening, Temple Wealth Management, have expanded with offices in both Fareham and Dorchester. They have a dedicated team of Independent Mortgage Advisers and Independent Financial Advisers.
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