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Tel: 020 3301 1241 | Email: info@templebar-am.com

Temple Bar Asset Management

Our Approach

The needs of our clients remain at the core of what we do as experts in understanding the needs of business owners and private clients. Temple Bar Asset Management Limited are leaders in their field of financial planning.

Our Approach

The needs of our clients remain at the core of what we do as experts in understanding the needs of business owners and private clients. Temple Bar Asset Management are leaders in their field of financial planning.

As independent financial planners, we enjoy working in partnership with owners of successful small and medium-sized businesses and senior executives in private businesses. Our clients benefit from services and support in the areas of:

  • Wealth Creation and Preservation
  • Retirement and Succession Planning
  • Tax Planning and Cash Control
  • Business and Personal Risk Management
  • Family Protection and Asset Control
  • Cash Flow Modelling Planning

We know the devil is always in the detail which is why we have created a unique strategic programme where each stage has been carefully constructed to provide maximum value and impact on the lives of the people that we care about the most....our clients!

The Financial Freedom Strategy™ , the key stages of which are:

  • The Lifestyle Builder™
  • The Lifestyle Focus™
  • The Wealth Analysis™
  • The Future Wealth Strategy™
  • The Wealth Implementor™
  • The Asset Management Plan™

Our clients expect impartial advice, not influenced by provider and product and that is why we ONLY work on the basis where any fees for services provided are discussed and agreed with our clients from the outset of our relationship.

About Us

Temple Bar Asset Management is a firm of independent financial advisers specialising in the provision Financial Planning. We have been guiding our clients through the complex maze of financial services since 1992.

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Our Approach

The needs of our clients remain at the core of what we do as experts in understanding the needs of business owners and private clients. Temple Bar Asset Management are leaders in their field of financial planning.

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Our Services

Firstly, we want to be valuable for our clients. Fundamentally, this is achieved by creatively presenting choices for consideration and finally, by delivering leadership to respectfully complete any agreed plans.

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Get in touch

Temple Bar Asset Management
4th Floor, Peek House,
20 Eastcheap, London, EC3M 1EB

T: 020 3301 1241
E: info@templebar-am.com

All calls to and from our landlines are recorded to meet regulatory requirements.

Knowledge Centre

To download our personal finance magazines and financial guides packed full of informative financial news, visit our downloads page by clicking on the button below.

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