Temple Wealth Management Ltd

Independent Financial Adviser  46 Bridge Street, Godalming, Surrey, GU7 1QH
First meeting at adviser's own cost
We understand our success depends upon you achieving your financial objectives. We provide you with clear, simple plans and proposals.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Small business
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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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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Gregory Holden Chartered MCSI
Independent Financial Adviser

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

What our clients say
Absolutely delighted with the clear, professional and friendly advice received from Greg. Engaging the expertise of a financial advisor cannot be underestimated, I now have real clarity around my financial situation moving forward. I would highly recommend Greg to anyone looking for a professional, friendly financial advisor.
S B, Haslemere
I was introduced to Greg through a recommendation and I'm glad to be endorsing that recommendation. We used Gregs services to help us provide a work place pension plan and in this he was honest, plain speaking and looked for our best interests. He was always early for his appointments and well presented. He was always cordial with members of my team and easily available and approachable. Having gained our respect and trust I'm glad to say he is now sorting my personal pension out so that one day I might see the light at the end of the tunnel! If you are seeking to attain a long term honest mutually beneficial relationship and maximise your investment and financial planning I would urge you seek out his services.
N D, Welwyn
Greg has been my financial advisor for the last 12 months and I’ve found him to be friendly, responsive and professional. As someone with limited experience of finances and apprehensive about my lack of knowledge on this front, I was looking for someone local and accessible, able to set my mind at rest and open to answering questions outside of the official meeting time. He was very transparent about fees and keen to build a trusting relationship, both important to me. I find I’m looking forward to discussions about finances, rather than feeling anxious about the future
B K, Godalming, Surrey
About us

We work with private clients, trustees and business owners throughout the South East, guiding them through their financial planning needs, including; saving and investments, life cover, retirement and inheritance planning. We provide a comprehensive and highly personalised service to identify investment solutions that meet your long term objectives. Our aim is to be a trusted financial advisory service by focus upon our core values: integrity, expertise, care and client service. We aim to be different providing quality face to face advice. We are always client focused, providing clear simple plans and proposals together with transparent charges. We understand that our success depends upon our clients achieving their evolving financial objectives.
Greg has over 20 years’ experience in the financial services sector.
Having worked for and with some of the UK’s leading financial services companies, Greg has a practical and in-depth knowledge of the financial world.
From intimate knowledge of complex investment and taxation structures to consulting with other financial advisory firms on how to tailor their businesses, Greg uses his experience to provide business and private clients with efficient and suitable solutions.

Our services

We are fully independent financial advisers, authorised and regulated by the FCA. We are completely free to recommend products from the most suitable provider for your needs.

Always client focused, our aim is to offer clients solutions to their financial challenges, based upon our core values: integrity, expertise, care and service.

We always provide clear simple plans and proposals together with transparent charges.

Whether you are a client looking for help with your personal finances, a business looking to set up a company pension scheme or a charity who needs assistance to manage your valuable funds, please contact us.

Where to find us
Head office address: 46 Bridge Street, Godalming, GU7 1QH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 3rd August 2020

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