At Templar, we offer a wide range of products and services for both personal and corporate clients.   We truly believe that bespoke financial planning, in conjunction with an on-going professional relationship provides you with the best opportunity to achieve your goals

We can offer focused advice where we focus on one specific financial planning goal.  Alternatively, our lifestyle financial planning service will help you to identify, achieve and maintain your desired lifestyle to help ease the fear of running out of money.

Our annual review meetings give us the chance to regroup, take stock and identify any changes in your personal or financial circumstances that might stop you achieving your future goals. We will recommend and make any required actions you need to take to ensure that we remain on target to achieve your goals.

Cashflow Modelling

Once we have a good understanding of your needs, we use sophisticated software to establish the point of financial freedom/independence .

A full and detailed understanding of your current financial position is required for the modeling to be accurate. We will consider your assets and your liabilities, your income and any planned expenditure.

“Living” along the way is important too so we will take account of your lifestyle costs too.

Tax Planning

Financial and tax planning go hand in hand, as you’d expect. It is therefore important that we have a detailed understanding of both.

We assist with many aspects of tax planning, from the basic building blocks of financial planning such as ISAs and Pensions, through to more complex structures such as Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS). The mitigation or reduction of inheritance tax liability is also important for many of our clients.
We can help you create, deliver and maintain a bespoke financial plan that will enable your assets to pass to your beneficiaries, while giving you maximum control of your assets through your lifetime.

We do this by following 6 key steps:-

the financial planning process

We start by listening…we will establish and define our ongoing client-planner relationship – we then thoroughly explain the services and responsibilities of all parties.

We will gather relevant data such as your financial situation, personal and financial goals and attitude towards potential risks before giving any advice.

Analyzing and evaluating your financial status to assess your current situation and determine what must be done to achieve your goals. Not all goals are achievable – we will educate and manage expectations where required so that our clients go forward with a clear plan on what can may be achieved.

Developing and presenting the financial planning recommendations that address your goals.

Implementing the financial planning recommendations by putting a plan in place.

Monitoring the financial planning recommendations by meeting with you periodically to review the situation and adjust recommendations as needed.

Our starting point is arranging a free preliminary meeting for the purpose of establishing whether we are able to assist with your needs and objectives.  Please contact us using the contact form provided.


Planning for tomorrow, today …