Temple Gray

Independent 31 Chaucer Close, Eccleston, Chorley, Lancashire, PR7 5UJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
We make the complex understandable, take all the time you need, deliver value for money.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
Meet our advisers
Colin McHugh
Chartered Financial Planner
Paul Fletcher
Financial Adviser
What our clients say
I was referred to Paul & Colin by a friend who works in financial services. Their approach is very professional, the recommendations and process comprehensive but easy to follow. They are always on hand to answer queries, I have recommended them to colleagues.
Fintan Griffin, Cheshire
Thanks for sorting out my pension and protection for my family. Things are really clear and on track now.
Chris, Whalley
Thanks for your help with this, Julie and I have been impressed with the service we have received.
Andrew, Fylde
Where to find us

31 Chaucer Close, Eccleston, Chorley, Lancashire, PR7 5UJ

Make an enquiry
About us

Our bespoke financial planning is based on technical knowledge, cutting edge research and a passion for client satisfaction. Temple Gray are a compact, experienced and very highly qualified team motivated to deliver individual quality client service. We are authorised to advise on all aspects of pension planning including occupational and final salary pension transfers. Unlike many advisory firms, we have an in house pension transfer facility. Based in the North West and Ireland we have clients predominantly throughout the UK with some clients residing abroad. Our clients include industry professionals, individual clients with pension and investment requirements, business owners and senior directors.

Our services

Pension Planning - including occupational pension transfers, we are nationally recognised in this highly specialised area.
Investments - we have great working relationships with investment providers, we deliver real value investment solutions.
Business and Personal Protection - our experience enables us to create the correct protection solution for you, your family and business.
IFA pension transfer service - we are able to transact occupational pension transfers for IFA practices that do not have the required permissions in his specialist area, our "partnership programme" could be a solution for you.

Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000