Temple Wealth Management Ltd, Chartered Financial Planners
Financial Services • 
Fareham, England, United Kingdom • 21-50 Employees
Company overview
| Headquarters | 2nd Floor Artillery House, Fort Fareham Business Park, Fareham, England PO14 1AH, GB |
| Phone number | +447335886 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Mortgages, Pensions, Financial Planning, Savings, Protection |
| Founded | 2010 |
| Employees | 21-50 |
| Socials |
Key Contacts at Temple Wealth Management Ltd, Chartered Financial Planners
Neil Prosser Fpfs Cert Smp Certpfs
Managing Director & Chartered Financial Planner
Sarah Geraghty Dippfs
Operations Director
Temple Wealth Management Ltd, Chartered Financial Planners Email Formats
Temple Wealth Management Ltd, Chartered Financial Planners uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@templewealth.co.uk), used 84.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@templewealth.co.uk | 84.6% |
{first initial}.{last name} | j.doe@templewealth.co.uk | 15.4% |
About Temple Wealth Management Ltd, Chartered Financial Planners
Based on the South Coast, Temple Wealth Management Ltd provides holistic financial advice for individuals and businesses. All our Financial Advisers are independent allowing them to recommend a product best suited to your needs based on a comprehensive and fair assessment of the market. We offer the following products and services: Investments There are various types of investment – some will be right for you and some won’t. It all depends on how much risk you are prepared to take and what you are trying to achieve with your investments. Retirement Planning Saving for retirement is something that most of us put off but the reality is the sooner you start paying into a pension the higher your income in retirement is likely to be. Insurance and Protection We cover all types of protection to ‘Ensure you are prepared for the unexpected’. We offer protection for your home, belongings, health and income. Mortgages Temple Mortgage aim to take some of the stress out of moving. Whether you are a first time buyer or looking to add to your portfolio, we will help you every step of the way, providing recommendations from across the market. We are committed to independent advice, constructing financial solutions, using products from the whole of the market. Financial advice is provided exclusively by qualified and experienced practitioners.
Temple Wealth Management Ltd, Chartered Financial Planners revenue & valuation
| Annual revenue | $2,138,875 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Temple Wealth Management Ltd, Chartered Financial Planners has 9 employees across 2 departments.
Departments
Number of employees
Funding Data
Temple Wealth Management Ltd, Chartered Financial Planners has never raised funding before.
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