I have 28 years experience in tailoring quality bespoke financial advice to suit individual needs, guiding many people towards achieving their ultimate financial goals by ensuring that they are aware of the varied products available that are relevant to their personal circumstances.
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.
I specialise in pension and inheritance tax planning coupled with sound financial advice. In the professional market I have built excellent relationships with accountants that refer clients for independent advice. I have clients across the south coast from Dorset to East Sussex and further north in Berkshire.
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