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Reviews (32)

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H
22 November 2019

Simon Ereira has been amazing all throughout the house buying and selling process, helping us find the best mortgage and life insurance policy for our needs and being at the end of the phone when we needed help with forms or just general advice. He really goes above and beyond for his clients and nothing was too much trouble. We will definitely be using Temple Wealth Management Ltd again when we come to the end of our 5 year fixed rate. More...

C
14 March 2019

Simon has helped us with a remortgage and life and critical illness insurance cover. He has been a pleasure to deal with and has made the process so straightforward. He has listened carefully to our needs and responded with relevant information and suggestions. I would have no hesitation recommending him. More...

J
8 February 2019

Our mortgage adviser, Emma, was very kind and friendly, and helped us transfer to a better rated mortgage without any hassle. Thank you very much!

S
10 January 2019

Outstanding,personal service. Our mortgage advisor, Tim Robinson, not only gave us a range of options that reflected our requirements but also supported us during our house purchase when challenges occurred with our solicitors. At every stage we were grateful we had chosen Temple Wealth to provide our mortgage advice, they helped make the process as stress free as buying a house can be. Thank you. More...

G
30 December 2018

I have previously created some artwork for Daniel Prosser and his correspondence and professionalism is outstanding. He clearly takes pride in the service he has to offer this company, for anyone seeking a financial adviser or looking to work alongside them I strongly recommend Temple Wealth.

A
21 August 2018

Our mortgage advisor Rachel Price was brilliant, Rachel explained everything clearly so we could understand the whole process, we would happily use Rachel again.

T
10 May 2018

After a few minor bumps in the road, finally completed the purchase of my first home! Many thanks to Simon Ereira! He helped EVERY step of the way! Highly recommended!

L
12 April 2018

Working with Simon Ereira has been so fantastic. He totally understood our needs and gave us trustworthy, reliable advice. It just couldn't have been better and I'm hoping to work again together soon. Thank you More...

K
23 January 2018

More than just helpful with advising on a mortgage, Simon went through every step of the flat purchase process with me. No question was to small or too silly! Honestly could not have managed everything without his advice and reassurance. Thank you! More...

S
11 January 2018

Nick is a great guy, efficient, extremely competent and always willing to help at a moment's notice. Would strongly recommend.

N
10 December 2017

An impeccable service from Simon yet again. The attributes I seek when being provided with financial advice Simon has in bucket loads. Simon is: * Trustworthy - he gives you confidence & puts you at ease. * An exceptional communicator - he uses clear straightforward language. * An expert in his field - he provides a polished yet personal service. * Professional - he goes above & beyond to make the process seamless & stress-free. * Efficient - he provides regular updates on progress without having to ask. An all round top guy! I would recommend Simon without reservation. Thank-you to Simon & all at Temple Wealth Management Dorchester Office. More...

M
29 November 2017

We had a lot of movement on a remortgage and house move in 2017. Tim remained contactable an helpful the whole time. Without him...we wouldn't have moved!

K
12 October 2017

I have dealt with Tim Robinson for approx. 7 years now (including several remortgages). His speedy, helpful service has completely taken the strain off the process and I trust him implicitly. I couldn't recommend more!

D
4 September 2017

We have used Temple wealth management several times now , initially for life & critical illness insurance and then again more recently . We would like to say thank you to Simon for always being helpful and efficient and we would heartily recommend this company to anyone Well done Temple and keep up the good work Danny & Erin Seldon More...

S
29 August 2017

Such a fabulous service. Simon has made what I thought was impossible happen. I would recommend to all who need support with financial advice. At no point was I made to feel inadequate or unsure as Simon's professionalism and approach is superb. Thank you so much. More...

S
24 August 2017

A brilliant service from start to finish and at a reasonable price. Fantastic!

L
21 August 2017

Our representative Emma Ward was amazing, she provided a comprehensive and professional service. She was on hand for any additional questions and resolved them immediately with no additional work for us. I would highly recommend Emma it made the whole process stress free. More...

C
17 August 2017

Absolutely brilliant service . First time buyer and I had no idea what I was doing but Martin sorted everything. It was very easy and quick and was kept in touch with every step , thank you for everything

H
26 July 2017

As first time buyers we had no real idea how to buy a house! Tim was recommended to us by a friend and has been an absolute legend from the very first conversation. Tim made this whole daunting process so much easier, answered every question (there were many!) in minutes and gave us tips on other things to think about from surveys to income protection insurance. Tim is very friendly and incredibly efficient - it's unusual not to hear back within minutes with a detailed and considered response that's written in plain English so even I could understand this baffling world of house buying! There's no pressure, just facts and advice - absolutely perfect! We really couldn't thank Tim enough for everything he's done for us from start to hopefully finish today! � More...

P
5 May 2017

Tim at Temple Wealth dealt with my mortgage and was exemplary: professional, helpful and unbelievably quick to respond to any of my queries, no matter what they were. I would definitely use this service again and have recommended to others and will continue to do so. More...

J
24 April 2017

Being first time buyers the concept of having to arrange a mortgage was extremely daunting. Luckily I was recommended to call Simon by Charlie at Carter and May. I can honestly say that I have been impressed and happy with the service which Simon has given from the very start. From the very first day we met Simon he was extremely welcoming and managed to completely put our worries at rest, he found us a great deal for our mortgage and made the whole process a walk in the park. More...

K
31 March 2017

Simon is professional, understanding and brilliant at explaining the detail. We've used him several times over the last 5 years or so but he's been particularly great with supporting us in the purchase of our new home in Devon - with all the uniqueness of the situation! He made it simple, communication was quick and reliable and we really enjoyed the experience. Thank you so much Simon. More...

D
17 February 2017

What can we say except We are 100% pleased with the service we've received., especially from Neil Prosser. He has given us excellent advice re our investments and pensions. He keeps us up to date with any changes negative and positive and advises us accordingly. Without his help and good sound financial advice we would not be so financially secure. We would happily recommend this company and Neil to anyone More...

S
14 February 2017

Paul has been my mortgage advisor ever since I first got on the property ladder in 2003. Paul has consistently advised me on the best product in clear, understandable language. Each of the mortgage applications have been handled efficiently and it's clear that Paul's relationships with the banks and building societies he works with provide an excellent level of service for his clients. Paul has gone above and beyond what could be expected of him and I recommend him without reservation. More...

E
13 February 2017

Fantastic service from Nick. At the very last minute we completely changed our mortgage and he had to redo all the work he'd submitted already with a different product. He was patient, kept us informed throughout the process, got us a great deal and made us feel confident about applying. More...

J
13 February 2017

Paul at Temple Wealth Management handled the obstacles dealt me by the mortgage lender with finesse, and got me a great deal! Very friendly, patient and incredibly efficient, giving me constant updates throughout the process without my having to ask. I couldn't be happier More...

L
9 February 2017

Temple and in particular Paul are fantastic. Paul was and always has been fantastic and we have used his knowledge and expertise on both our house moves. Each time the deal has saved us lots of money but more importantly to us Paul did everything without any fuss and kept the whole process moving. We implicitly trust Paul to independently get us the best deals. We would highly recommend and would not go anywhere else! More...

J
9 February 2017

Very helpful and efficient. Simon got me a really good deal on my mortgage and also offered great advice along the way. Would happily recommend!

A
5 February 2017

Temple Wealth Management Ltd have provided us with a faultless service from start to finish. Thank you Nick for all of your guidance and advice. We recommend Temple Wealth and would use them again. More...

T
26 January 2017

Temple Wealth Management, Simon in particular, are amazing to work with. I have a great relationship with Simon and know I can rely on him to give me the best advice. I switched to Temple from a much larger IFA group when looking at securing a mortgage on a property with multiple issues with tenure and structure. Simon was knowledgeable and helped me for free so as soon as I needed further advice I went back to him to repay him for his efforts and I have never looked back. We have completed a few buy yo let mortgages now and most recently a remortgage. The remortgage thanks to Simon's advice was a product swap and he managed to get it all turned around in 14 days meaning I had no exposure to the increase in rates I was expecting. I wouldn't use anyone else - why would I - he never lets me down. Thank you Simon. More...

B
3 October 2016

Absolutely fantastic support and advice from Simon. He supported us and advised us with a mortgage for our first family home and as we grew our family he has continued to help us grow and we have been with him ever since. He has found us the best mortgage deals, life insurance/critical illness and helped when my husband was self employed to ensure we were covered and did not have to worry. His knowledge is fantastic and he is professional and extremely efficient. I cannot recommend Temple Wealth enough a fantastic company thank you. More...

N
22 August 2016

Fast and efficient in searching for our new mortgage. Found us a great deal which reduced our monthly repayments. Would highly recommend temple wealth for your mortgage and life insurance policies