Our Services

Please find below a list of the services we provide and a brief introduction to each financial product area. Our highly experienced team of financial advisers would be happy to discuss your requirements so please do contact us for an informal discussion to see how we might be able to help you.

Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

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Taxation

Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

Taxation can be very complicated, and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.

An expert will be able to help you plan your taxes in advance and come up with effective strategies that will use the lawful reliefs and allowances to minimise the amount you have to pay.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON ESTATE PLANNING AND TAX PLANNING.

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Savings & Investments

When someone talks about savings and saving money, they could be referring to a piggy bank on the mantelpiece or a high interest deposit account. Savings are effectively cash or cash instruments, for example, deposit accounts or term bonds.

Investing is what you can do with the savings you have created - if you are looking to generate a return on your money that is greater than what is already available to you through your savings instruments.

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

ADVICE ON CASH ON DEPOSITS IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

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Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.

A well-prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement. It requires action as soon as possible, so start now - and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track.

THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

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Life Assurance

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

It can provide the reassurance of financial protection for you, your family, and your business associates.

A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies. The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.

Please be aware that this type of assurance is based on an assessment of the health of the applicant.

THE PLAN WILL HAVE NO CASH IN VALUE AT ANY TIME AND WILL CEASE AT THE END OF THE TERM. IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

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Call us today on

07973 734238

or email us at ranjan@templewalbrook.com
and we'll be pleased to help you.

Temple Walbrook Financial Consulting, Senator House , 85 Queen Victoria Street , London, EC4V 4AB

T: 07973 734238
E: ranjan@templewalbrook.com

Office address: Senator House , 85 Queen Victoria Street , London, EC4V 4AB

Temple Walbrook Financial Consulting is a trading style of Ranjan Chaudhury who is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which is authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 440703 & 440718.

The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 24/01/2024.