Premier Wealth Management based in Birmingham, UK

Managing your peace of mind

Wealth Management services for Birmingham’s established and aspiring affluent.

We want to make your financial decisions intentional. We align your dreams, goals and plans with an actionable plan so you can be confident your financial affairs are well managed now and in the future.

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Whatever stage your business venture is at, whether you’re established, growing, thinking about selling up or passing your business on, we can provide you with the tools to make the right choices and decisions for your future.

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Why use Temple Row?

Understanding of financial markets is just one of many critical components of a successful financial strategy. Our approach is deeply personal, designed to meet the needs of today’s most demanding investors.

Temple Row Wealth Management Team

What our clients say

Temple Row Wealth Management WOW Process

A system designed to wow you

We believe it’s not just the regular meetings or transactions, but a deep understanding of your personal circumstances that helps us to continually match your goals to your risk and returns. That’s why we developed a process designed to wow you.

Success stories

Our family have been working with Bart for many years since we decided to sell our small business and invest the profits.  The planning and growth that Bart and the team have guided us through has…

Insights

We keep our finger on the pulse of the finance world. Everything from market movements to the development of new technologies. All so we can bring you the best and most relevant insights and ultimately help you achieve your goals.

In this third article released by Russell Investments, we want to acknowledge the expanding role of advisers in providing holistic wealth management for entire families starring the C value in the formula, the customised client experience.
Continuing with the series of articles based on the “Value of an adviser formula” published by Russell Investments, this post looks at the B in the formula: behavioural patterns that investors tend to follow.
Our partners at Russell Investments are releasing a series of articles based on the “Value of an adviser formula” that we would like to share with all of you. This first article talks about the A part of this formula.

Our approach

We do things the right way, for you.

Our approach

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