How We Work

Listen to your concerns and aspirations.
Find out about you and help you clarify what your life and financial priorities are.
Work with you to create a plan that is understandable and workable.
Explain the plan to you, stress test the plan to ensure it works and that you agree and understand.
Agree an on-going communication and review plan to keep you on track and adapt as life changes.

Services:

Retirement and Pension Solutions
Pension Transfer Advice
Inheritance and Tax Advice
Investment Planning
Equity Release
Corporate and Personal Health and Life Protection

Enquiries – please call us on 028 807 57367

Temple Gray Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number – 753975.

Registered address – The Station House, Whalley, Clitheroe, Lancashire, BB7 9RT

Please be aware that the value of your investments can go down as well as up.

In the event of an unresolved complaint you have the right to refer to the Financial Ombudsman Service, more information can be found at www.financial-ombudsman.org.uk