Managing your peace of mind

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

Wealth Management

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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Entrepreneurs

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.

Services for Entrepreneurs

Our services

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.

What our clients say

I was looking for an IFA to help me maximise my savings. I didn't expect the excellent all-round customer service Temple Row have given.

Working with the Temple Row team gives me peace of mind that our investments are working to achieve our family goals.

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

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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.

New director of growth joins wealth management experts Salix Wealth Ltd

January 20, 2023

An expert in business strategy has joined Staffordshire-based wealth management experts Salix Wealth Ltd as the new director of growth.BD Dalton has been added to the team at Salix Wealth, which has its head office in Stafford, to lead the next phase of business development by drawing upon his sector knowledge and extensive sales experience.

News

June 7, 2022

B.D. has been working with the International Center for Advisory Excellence, in partnership with Standford Center on Longevity, to learn about the need to shift our mindset from a state of lamenting the losses associated with aging to a focus on the gains that now go unmeasured and overlooked.

News

October 29, 2021

Last week, Rishi Sunak outlined his budget. Along with the Spring Budget and the “mini-budget” of the dividend tax and National Insurance increases, we now know what the next little while looks like for investors.

News, Planning

Our approach

We do things the right way, for you.

Our approach

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Careers

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Temple Row Wealth Management Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered office: Suite M19 The Colmore Building, Colmore Circus Queensway, Birmingham B4 6AT. Registered in England & Wales under 11969768.

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