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

Temple Bar Asset Management

About Us

We have been guiding our clients through the complex maze of financial services since 1992. Our business has evolved primarily through client recommendations.

About Us / Meet The team

Tony Theokli

Chartered & Certified Financial Planner Fellow of the Personal Finance Society

Tony has been working in financial services since 1984 and became an Independent Financial Adviser (IFA) in 1992. In 2003, Tony set up his own business based in the City.

Tony is one of the UK's highest qualified IFAs holding both the Certified Financial Planning and Chartered Financial Adviser designations. He is also a fellow of the Personal Finance Society.

Tony is a keen sportsman and has completed 5 marathons, raising thousands of pounds for worthwhile charities.

Click Here to view Chartered Financial Planner Brochure


Paul Smith

Chartered Financial Planner

Paul has been working for in financial services since 1988.

Paul is a Chartered Financial Planner.

In his spare time Paul is a keen tennis player and enjoys foreign travel and skiing.

Click Here to view Chartered Financial Planner Brochure


Vicky Cumming

Head of Operations

Vicky joined the team in 2012. She deals with all operational processes and procedures, human resources, business strategy and financials. In her spare time she enjoys foreign travel, motorcycling and spending time with her family.


Alex Ridsdale

Head of Proposition

Alex has worked in financial services for the past 15 years. Her experience has covered sales and distribution for product providers and strategic development for National IFA companies.

Having worked at both product provider and IFA level, Alex brings extensive knowledge and practical solutions to assist financial planners to understand the continual development required within an IFA practice.

Alex is educated to degree level and has relevant financial services qualifications.

She has an outgoing personality and enjoys running.


Cathy Worton

Administration Assistant

Cathy has recently joined the team. She has over 15 years of administrative experience. She has a degree education and a Certificate in Office Administration. She enjoys travelling and crafts.


Lauren O’Brien

Trainee Paraplanner/Account Manager

Lauren started working in the financial services industry in 2017 and joined our team in 2019. She is currently studying towards a diploma in regulated Financial Planning. Lauren is responsible for ongoing servicing support for our clients. In her spare time, she enjoys exploring Europe and spending time with her family and friends.


Daniel Shew

Client Account Manager

Daniel joined the team in July. As well as client work he is involved in the financial side of the business. In his spare time he enjoys exercising and going out with his friends.


Emma Knowles

Client Account Manager

Emma joined the team in September 2020 as a Client Account Manager and has over 30 years of administrative experience. In her spare time, Emma enjoys volunteering at a local Wildlife Hospital and spending time with her family.


Debbie Green

Client Account Manager

Debbie joined the team in July 2020 as a Client Account Manager and has over 30 years of administrative experience and has previously worked within the financial services sector. . In her spare time, Debbie enjoys dog walking and socialising with friends and family.


Carrie Hedger

Client Account Manager

Carrie joined the team in March 2020 as a Client Account Manager and has over 20 years of administrative experience within the financial service sector within Mortgage Lenders, Independent Financial Advisers and Insurance Companies.  In her spare time, Carrie enjoys supporting her family in their interests.


Julie Shew

Financial Adviser/Paraplanner

Julie is a qualified financial adviser and has worked within the financial services industry for 29 years both as an adviser and paraplanner. She brings her wealth of experience both in advising and paraplanning. She enjoys spending time with her family and friends, keeping herself fit, and foreign travel.

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 Limited 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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