Temple Bar Asset Management Limited is a firm of independent financial advisers specialising in the provision of Holistic Financial Planning advice to Companies and Private Clients.
We have been guiding our clients through the complex maze of financial services since 1992. Our business has evolved primarily through client recommendations.
Based in Eastcheap, London we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients' wealth and sense of financial well-being.
Our Chartered Financial Planners are regulated to advise on the whole of the financial services market. Whether you are seeking to mitigate tax, provide for your future wealth, protect your loved ones and manage your business assets, we have the expertise to provide the answer.
Your initial consultation with us will be entirely at our expense and this will allow each of us the opportunity to discuss how we can work together and which remuneration structure is most appropriate for you, based upon the type of help that you are looking for.
Although we can offer you a number of standard payment options, we will be happy to discuss a tailored package to meet your needs if required.
What are you looking for?
Before moving on, we would ask that you consider the following questions and share your answers with us so that we can ensure that we provide you with the service that you are looking for.
- What do you expect from your Financial Planner?
- Why is that important to you?
- What would it mean to you to get that level of service from us?
- What things have you valued in the past when dealing with a Financial Planner and why?
- What things have frustrated you in the past when dealing with a Financial Planner and why?
- If you have used a different Financial Planner in the past, why are you now talking to us about your future financial objectives?
Impartial advice of the highest quality
At Temple Bar Asset Management Limited our highly skilled advisers use state of the art technology which enables us to meet our clients financial planning objectives.
This is important because there are literally thousands of different options available to you. Our clients want to be certain that any advice or recommendations we provide are tailored to their individual needs and requirements.
Put simply, we provide advice that is totally in our clients' interests not, someone else's.
Job Vacancy: Financial Services Technical Assistant
Click here to download job specification and how to apply