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.