Business Details
16 Years
experience
Your Trusted Financial Advisers in Fareham
Temple Wealth Management was founded in 2010 by a group of experienced Independent Financial Advisers committed to creating a customer-centric business. We serve personal and corporate clients across the UK, delivering holistic financial advice tailored to individual and organisational needs. In 2017, we achieved Chartered Financial Planner status through the Chartered Insurance Institute, reflecting our dedication to professional excellence, continuous learning, and ethical standards.Our approach prioritises understanding client goals to provide research-based advice on financial products. With offices in Fareham and Dorchester, we combine local expertise with a team of Independent Mortgage and Financial Advisers. Regular reviews of our processes ensure fair customer treatment, clear communication, and hassle-free service transitions. We maintain transparency in all client interactions and adhere to UK regulatory frameworks under the Financial Conduct Authority.
Services
Investments
Retirement Planning
Mortgages
Protection
Details
- Year established: 2010
Highlights and features
- We have over 13 years of experience in financial advisory services
- Our Chartered Financial Planner status demonstrates professional excellence
- We provide holistic financial solutions tailored to individual needs
- Our team includes Independent Mortgage and Financial Advisers
- We maintain offices in Fareham and Dorchester for local accessibility
Associations and certifications
- Chartered Insurance Institute (CII)
What people say
Expertise and advice invaluable
Patient and thorough
Absolute superstar
Genuine and brilliant
Knowledgeable and approachable
Services
Investments
We provide tailored investment strategies designed to grow client assets while aligning with risk tolerance and financial goals. Our advisers assess market opportunities and recommend diversified portfolios. Clients benefit from ongoing portfolio reviews and adjustments to optimise returns within their risk parameters.
Retirement Planning
Our retirement planning service helps clients prepare for financial security in later life. We review existing pension arrangements, recommend suitable products, and create withdrawal strategies. The service includes state pension guidance and tax-efficient income planning to ensure sustainable post-retirement finances.
Mortgages
We offer independent mortgage advice covering residential and buy-to-let financing options. Our advisers compare products across the market to find competitive rates and suitable terms. The service includes affordability assessments, application support, and remortgaging strategies to help clients achieve property goals.
Protection
Our protection services ensure clients have appropriate insurance coverage against life's uncertainties. We assess individual needs to recommend life insurance, critical illness cover, and income protection policies. The service includes regular reviews to maintain adequate coverage as circumstances change over time.
People
Justin
Financial Adviser
Justin specialises in pension consolidation and retirement planning, helping clients understand complex financial products. He provides patient, thorough guidance through lengthy pension processes while maintaining flexible appointment scheduling for client convenience.
Simon
Financial Planner
Simon offers expert financial strategy advice with particular focus on mortgage refinancing and long-term wealth management. Clients praise his approachable manner and ability to explain complex financial concepts clearly through practical, real-world examples.
John
Equity Release Specialist
John specialises in equity release solutions, providing accessible advice on releasing property wealth. He maintains thorough knowledge of housing market opportunities and helps clients navigate complex property transactions with confidence and clarity.
David Rackham
Senior Adviser
David provides comprehensive financial management support during life-changing events. With expertise in estate administration and long-term financial strategies, he offers annual reviews to ensure clients' financial plans remain aligned with evolving personal circumstances.
Questions
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners through the Chartered Insurance Institute, with Independent Financial Adviser certifications.
Do you offer initial consultations?
Yes, we provide initial consultations to understand your financial situation and discuss potential strategies tailored to your needs.
How are your fees structured?
We operate with full transparency regarding fees, which are discussed upfront during initial consultations before any commitment.
Can you help with both personal and business finances?
Yes, we provide financial advice for individuals and corporate clients, covering investment management and business protection.
What areas do you cover?
While based in Fareham and Dorchester, we serve clients across the UK through face-to-face meetings and remote consultations.
How often do you review financial plans?
We recommend annual reviews to ensure financial strategies remain aligned with changing personal circumstances and market conditions.
