Premier Wealth Management based in Birmingham, UK

About us

A journey beginning in 1997

Our mission is clear

We offer premier Wealth Management services to Birmingham’s existing and aspiring affluent.

Our story

From humble beginnings, our journey spanned two continents and hundreds of happy clients.

Read our story

Our people

Our people are critical to our ability to deliver a first-class, personal and effective Wealth Management service

Meet the team

Our values

We put a set of values at the heart of our operation. Values we try to live and work by every day:

  • Dependable
  • Knowledgeable
  • Methodical
  • Insightful
  • Approachable

 

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Our services

Our range of Wealth Management services are designed to offer you a highly personal service that is tailored around your goals and individual needs. We align your dreams, goals and plans with an actionable plan and regular reviews to offer our clients peace of mind.

Explaining the service vertical and who it is targeted at:

  • Legacy Planning
  • Charitable Trusts
  • Retirement Planning
  • Inheritance Planning
  • Tax Planning

 

Discover all Wealth Management services

Explaining the service vertical and who it is targeted at:

  • Protecting your future
  • Planning your exit

 

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Our partners

In Partnership are a growing community of over 500 investment, mortgage and protection advisers. They provide our compliance arm and are an extension of our team, providing guidance and oversight on client documents, investments and communications, ultimately helping us to deliver great service and advice.

Russel Investments are a leading global investment solutions partner, dedicated to improving people’s financial security. They work with institutions, financial advisors, and individual investors. Their impressive range of services and tools help us to offer our clients a comprehensive service and the scalability to meet your needs – whatever they may be.

Knowledgeable

PRICIPAL ADVISOR

Bart 'B.D.' Dalton II

“My goal has always been to keep my client’s wealthy not to get them rich.”

The daily grind of work seems like work for all of us no matter what level we are from worker to manager to owner.

Investing feels the same for most people. There are periods of time that look they are easier and the days fly by, in the market these are the good times, the bull markets. Most of my clients of the past 20 years haven’t looked at their investments on a daily basis. This is what they say they pay our team for.

An Investing career is a boring long-term game because the rewards and outcomes build over time just like the trust from our clients. This is the only career where when things go on sale our shoppers tend to run for the hills or hide. My favourite guru in the industry, besides my father who got me into the industry is Nick Murray. He said, “Wealth is not determined by investment performance, but investor behaviour.”

 

This has always been my mantra because thriving through the Dot Com bubble in Seattle, the Global Financial Crisis in 2009 or any number of flash crashes has taught me the market goes down, sometimes drastically, but over time it goes up. 

Our client’s wealth careers are filled with downs, ups, windfalls, and celebrations. Overall just like a job or career when you look back on the days your worked and saved, you will have slowly built an amazing story of knowledge, skills and money. Now its time to work with us so we can allow you to enjoy your story and share it with the people the matter.

Want to join our team?

We’re always on the lookout for friendly, talented and dedicated people eager to meet the unique needs of every client. If you’re interested in joining the Temple Row family, visit our careers area.