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.
Our ideal clients are either introduced from current clients and professional introducers, or they are existing clients wanting further planning work.
Our ideal clients have 4 criteria:
Many of our clients have told us that they do not want to feel that they have to buy from us every time we have a meeting or discussion about their financial requirements. Our service has been designed with this comment in mind. Many of our clients have also told us that what they really want from us is:
We want our clients to select the membership services that are suitable for them, and so we offer holistic and specific advice that is bespoke to each of our clients.
Having trouble budgeting or need help working out if a mortgage is affordable? Try our online calculators.