Templar Financial Associates Ltd
135 Somerford Road,
We, Guy Stout and Kam Bains, have been working together for several years and are the Directors of the firm. We are both members of the Personal Finance Society and are active in promoting high standards of financial advice and service.
We are passionate about helping you, our client organise your financial affairs to achieve the best possible outcomes, distributing your income and savings in the most efficient way so that your financial goals are met while allowing you to get on with living.
Our mission is to help you make more of your financial planning, by providing first rate advice in the areas of investments, pensions, wealth management, mortgage finance, insurance, protection and tax.
We firmly believe in empowering you so that not only do you understand and are comfortable with the plans we set up, but really engage and interact with the planning process to get as much out of our service as possible. We always do everything we can to ensure our advice is straightforward and exceeds expectations.
Planning for tomorrow, today …
The FCA does not regulate taxation