THE TEMPLE BAR MISSION STATEMENT Integrity - by placing our clients interests above our own
Temple Bar has £35 million funds under management on behalf of 225 clients. We offer whole of market independent financial advice on life pensions and investment via our regulated and indemnified Temple Bar Independent Financial Advice Limited.
We offer estate planning, will writing, powers of attorney. taxation and trust planning through our estate planning company, Temple Bar Estate Preservation Ltd.
We are committed to independent advice - by maintaining our independent status via direct regulation and by our refusal to enter into a tied or multi tie proposition offered by those who are seeking to buy distribution or by those who seek to influence our independence of mind and product choice.
Financial fundamentals - maximise and protect assets, minimise and protect liabilities, maximise income and minimise taxation.
Commitment to a profitable business - by imparting proportionate value to our clients .
