Temple Gray Ltd is a Financial Planning Practice, directly authorised and regulated by the Financial Conduct Authority (FCA), with offices in Co. Tyrone and Lancashire. Our clients are based throughout the UK, but we also have deal with clients further afield.
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Can you provide your services online or remotely? If so, please add details.
As well as offering face to face advice, we have developed our process to offer services remotely, meaning that our clients can be based anywhere in the UK. This can involve corresponding by telephone, post, e-mail, WhatsApp or video calls via Teams and Zoom. Through video calls, we can present information to a client by sharing our screen, just as we can do in person. We also offer a secure client portal where correspondence and documents can be shared securely. You choose an option, or options that you are comfortable with.
Independent Financial Advice
We provide independent financial advice to individual clients, partnerships, companies and Trustees regarding all aspects of financial advice including Pensions, Investments, Savings, Equity Release and Protection.
One of our areas of specialism relates to pension planning, this includes advice regarding occupational and final salary pension transfer advice. This specialist area of retirement planning includes the consideration of income drawdown, annuity and appropriate investment in order to deliver sustained pension income in a tax efficient and client specific manner. The Temple Gray process relies on understanding you as an individual, designing a clear, workable and dependable solution which is fully explained and agreed ahead of any action taken by you - the client.
