THE TEMPLE BAR MISSION STATEMENT
- 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.
Commitment to a profitable business
- by imparting proportionate value to our clients and in turn asking for and obtaining the help of our clients in the pursuit of our own goals and ambitions
- by the pursuit of the highest standards in business our clients will be willing to introduce our services to those who can similarly benefit.
- We believe you can’t invest in yesterdays technology today and expect to be ahead tomorrow! In arriving at our recommendations we use the very latest product ranking and portfolio construction software. In doing so we aim to gives individual clients access to expertise previously only available to large institutional investors.
Under the Law of Agency an Independent Financial Adviser (IFA) is the agent of the client, a Tied Adviser is the agent of the Company he represents. An IFA will approach the market from a unique perspective -
Henry Ford is reputed to have said: "You can have any colour you like as long as it is black”. Temple Bar is about client choice. IFA’s are bound by law to offer clients choice by only recommending the products most suited to your requirement, from the whole market, based on factors such as past performance, charges, flexibility, service and financial security.
The widest range of financial products and services
Whether your looking for the best pension, mortgage, investment or life policy, the most suitable product is almost certainly out there. However, with a pool of over 30,000* financial products on the market, tracking down the right one can be a time-consuming and costly experience. With the help of a professionally qualified IFA it need not be. Only an IFA can give you totally unbiased, expert advice and access to the widest range of financial products and services. Weather you’re a client, accountant or solicitor make sure you look beyond the tied horizon and take an independent view? Support independent advice as it serves to support you.
The Institute of Chartered Accountants in England and Wales (ICAEW) and the Law Society, say their members should “only” use independent advisers (IFA’s), so why should you choose anything less? Many people mistakenly think that Independent Financial Advisers are only for the wealthy but this is not the case. We are based in Worcester but operate throughout the Midlands and beyond offering expert advice and ongoing support for all your financial affairs.
We value our clients and our clients value us. Because of this we don’t advertise, conduct telesales, or make unsolicited calls. However, we do say to clients: If you are happy with our service don’t keep it secret! You can see what they say by viewing their comments on the Testimonials page! Our business model is based on service and as a result 70% of all new business comes from existing clients with the remaining 30% from introductions from satisfied clients.
As Independent Financial Advisers, Temple bar have access to a wide range of products and services from a number of leading insurers and lenders in the UK. Although we are a Worcester based IFA our clients come for all over the UK and abroad. We aim to give you impartial advice and recommend the most appropriate products for you, so that you will enjoy choice, value for money and our high-quality service.
We adhere to strict FSA (Financial Services Authority) guidelines, which obligate us to provide advice most suited to your personal requirements, affordability and your attitude to risk.
We have a wealth of experience behind us. For Worcester based clients we are able provide a free consultation in the comfort of your own home or at our offices entirely without obligation. Our advisers can provide a comprehensive professional service offering advice on a variety of products including pensions, protection, ISA's and savings plans.
By submitting this form you agree that our firm may use or hold your personal data for the purpose of marketing to you financial products and services. We may contact you by telephone, email, fax or letter for this purpose. If you prefer not to receive these communications from us in the future you can advise us at any time by notifying us using the 'Contact Us' section of this website.
Your personal data will remain confidential and be held in accordance with the Data Protection Act 1998 and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law.
