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Who we are
Temple Gate Financial is a leading independent financial planning firm based in Andover, serving clients across Hampshire, Wiltshire, Berkshire, and Surrey. Established in 1991, we have a wealth of experience providing comprehensive and tailored financial advice to individuals and businesses. We are dedicated to helping our clients achieve their financial goals, navigate financial challenges, and secure their future.
Our approach
We understand that every individual and business is unique, with different financial goals and challenges. That's why we take a personalized approach to financial planning, working closely with each client to understand their individual circumstances, aspirations, and concerns. We tailor our strategies to meet your specific needs, ensuring that your financial plan is unique and effective.
Our services
Our comprehensive range of services include:
Working towards retirement
- Pension planning and optimization
- Savings and investment strategies
- Retirement income planning
- Flexible retirement options
Financial planning for the future
- Estate planning and inheritance guidance
- Long-term care planning
- Mortgage and equity release solutions
Financial security
- Investment and portfolio management
- Financial risk assessment and mitigation
- Debt management and consolidation
Tax and wealth management
- Retirement account rollovers and migrations
- Tax-efficient investment options
- Wealth preservation and growth strategies
Clients we work with
We work with individuals who are:
- Working professionals: Planning for financial stability and retirement.
- People about to retire: Transitioning seamlessly into their post-career years.
- Retired individuals: Maximizing their retirement savings and securing their financial future.
Our values
Our core values underpin everything we do:
- Integrity: We act with transparency and honesty in all our dealings.
- Client-focused: We prioritize understanding your needs and delivering solutions tailored to your unique situation.
- Sustainability: We take a long-term approach to financial planning, considering your financial goals and resilience for the future.
- Expertise: We are committed to ongoing professional development and maintaining our knowledge of the latest financial planning trends and regulations.
Ready to take the next step?
Contact us to schedule a complimentary consultation and explore how Temple Gate Financial can help you achieve your financial goals and secure your future.
Professional and Personal Service
The reviews highlights the exceptional service provided by Mark at Templegate Financial Planning. As seen through the eyes of multiple clients, Mark's approach is characterized by his professionalism, honesty, and trustworthiness.
Personalized Advice
Mark takes the time to understand each client's specific needs and goals, providing personalized advice and guidance. His expertise is vast, covering various financial areas such as equity release, pension and ISA advice, long-term care planning, and more.
Clear and Concise Communication
Mark explains complex financial concepts in a clear and concise manner, using visual aids to support his advice. He is flexible in his approach, accommodating meetings either in-person or over the phone.
Excellent Communication and Support
Mark maintains excellent communication with his clients, providing regular updates and emails to reassure them throughout the process. The 2Plan portal is also praised for making documentation easily accessible.
Highly Recommended
The reviews emphasize the high level of trust and confidence clients have in Mark's abilities, with many recommending his services to friends and family.
Trust and Integrity
Mark's integrity and desire to help are evident in the reviews, with clients praising his open, honest, and transparent approach.
Personal Touch
Mark's ability to understand and address the emotional aspects of financial planning is also praised, helping clients feel comfortable and confident throughout the process.
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