Temple Wealth Management Ltd

Independent Financial Adviser  Temple Wealth Management Ltd, Fareham, Hampshire, PO14 1AH
First meeting at adviser's own cost
Our priority is to understand your financial goals and offer advice on products, based on full research, that enables you to reach those goals.
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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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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Unit trusts
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Lump sum
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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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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection 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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
John Velasco
About us

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.

Our services

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.

Where to find us
Head office address: Temple Wealth Management Ltd, 2nd Floor, Artillery House, Fort Fareham Business Park, Newgate Lane, Fareham, PO14 1AH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021

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