About us
Temple Bar CFP Limited is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate advice regarding will writing, taxation, trusts or power of attorney. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Principal Advising Director - Chartered & Certified Financial Planner
Tony has been working in financial services since 1984 and became an Independent Financial Adviser (IFA) in 1992. Tony set up his first business based in the City in 2003 where he has maintained a base ever since.
Tony holds both the Certified Financial Planning and Chartered Financial Adviser designations. He is also a fellow of the Personal Finance Society.
Tony is a keen sportsman and has completed 5 marathons, raising thousands of pounds for worthwhile charities.
Click Here to view the Chartered Financial Planner Brochure
Head of Operations
Vicky joined the team in 2012. She has over 20 years' experience in the financial services sector and manages all operational processes and procedures, human resources, business strategy and finance for the business. She is also a qualified counsellor, previously working with Relate. In her spare time she enjoys travel, motorcycling and spending time with her family.
Client Relationship Manager
Alex has worked in financial services for over 15 years. Her experience has covered sales and distribution for product providers and strategic development for National IFA companies.
Having worked at both product provider and IFA level, Alex brings extensive knowledge and practical solutions to assist financial planners to understand the continual development required within an IFA practice. In her spare time she enjoys exercising, foreign holidays and socialising.
Financial Planner
Julie joined the team in 2019 and is a qualified financial adviser. She has worked within the financial services industry for over 30 years both as an adviser and paraplanner and brings a wealth of experience. She enjoys spending time with her family and friends, keeping herself fit, and travel.
Paraplanner
Dan joined the team in June 2019 and studied in parallel gaining a BSc from Kent University in Accounting & Finance. He is currently studying towards a diploma in regulated Financial Planning. In his spare time, he enjoys exercising and socialising with his friends.
Paraplanner
Alicia joined the team in June 2021 as a Trainee Paraplanner. She has 9 years experience in administration and customer services. In her spare time Alicia likes spending time with her family and going out to new places with her friends.
Client Account Manager
Emma joined the team in September 2020 as a Client Account Manager and has over 30 years of administrative experience having previously worked within the Construction Industry and the Civil Service. In her spare time, Emma enjoys volunteering at a local Animal Rescue and Rehoming Centre and Boxing.
Client Account Manager
Helen joined the team in April 2022 as a Client Account Manager. She previously worked in the education sector and has experience in both customer services and administration. In her spare time she enjoys travelling and socialising with friends and family.
Having trouble budgeting or need help working out if a mortgage is affordable? Try our online calculators.
Temple Bar CFP
4th Floor, Peek House,
20 Eastcheap, London, EC3M 1EB
T: 020 3301 1241
E: info@templebar-cfp.com
Opening hours:
9am - 5pm Mon to Fri
Closed weekends and bank holidays
All calls to and from our landlines are recorded to meet regulatory requirements.
