InvestmentsFrom deposit accounts to stocks and shares ISAs, unit trusts, OEICs, investment bonds, structured products and more

I am often asked, “what is the best way of investing my money?” It’s a short question but the answer is always more complex so independent advice with diligent research should always be sought.

Templegate is adept at taking the complexity away and presenting our advice in a concise, understandable way, keeping the jargon to a minimum.

Managing the wealth of our clients is a high priority to Templegate.

We focus on recommending products and investment portfolios that have the following features:

  • Consistent performance
  • Tax efficiency
  • Charges that are value for money

The range of potential investment options are considerable, too large to go into here. However, if you value advice and the benefits it can bring, Templegate is happy to help.

It’s worth noting that the ISA allowance is now £20,000 from 06/04/2018 for each individual.

Templegate covers the cost of the initial consultation.

So what next?

The only thing left for you to do is pick up the phone and call Templegate on 01264 300125 or 0345 833 8837, email or complete our enquiry form.

Templegate Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. 2plan wealth management Ltd is entered on the Financial Services Register under reference 461598. The FCA do not regulate will writing services or some forms of mortgages and Inheritance Tax planning. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. Templegate Financial Planning Ltd. Registered Office: Winton House, Winton Square, Basingstoke, Hampshire, RG21 8EN Registered in England No. 04416499.