1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Hampshire
  8. breadcrumb-arrow
  9. Waterlooville
  10. breadcrumb-arrow
  11. Temple Wealth Management Ltd

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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
check
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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Jupp Castle Financial Services Ltd
Independent Financial Adviser 0.88 mi
Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
 
See profile
Milestone Financial Planning
Independent Financial Adviser 0.88 mi
We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
 
See profile
Ascot Lloyd
Independent Financial Adviser 0.96 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
 
See profile
Humboldt Financial
Independent Financial Adviser 1.25 mi
Integrity. Excellence. Ownership.
 
See profile