Temple Wealth Management Ltd

We work with private clients, trustees and business owners throughout the South East, guiding them through their financial planning needs, including; saving and investments, life cover, retirement and inheritance planning. We provide a comprehensive and highly personalised service to identify investment solutions that meet your long term objectives. Our aim is to be a trusted financial advisory service by focus upon our core values: integrity, expertise, care and client service.  We aim to be different providing quality face to face advice. We are always client focused, providing clear simple plans and proposals together with transparent charges. We understand that our success depends upon our clients achieving their evolving financial objectives.
Greg has over 20 years’ experience in the financial services sector.
Having worked for and with some of the UK’s leading financial services companies, Greg has a practical and in-depth knowledge of the financial world.
From intimate knowledge of complex investment and taxation structures to consulting with other financial advisory firms on how to tailor their businesses, Greg uses his experience to provide business and private clients with efficient and suitable solutions.