Temple Gray

Independent Financial Adviser  31 Chaucer Close, Poulton and fearnhead, Cheshire, WA2 0SF
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FCA authorised
Last authorised 3rd August 2020
We make the complex understandable, take all the time you need, deliver value for money.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
Meet our advisers
Colin McHugh
Chartered Financial Planner
Paul Fletcher
Financial Adviser
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 this specialist area, our "partnership programme" could be a solution for you.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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

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