Premier Wealth Management based in Birmingham, UK

Our team

Our people allow us to offer such a personal service

Our people are critical to our ability to deliver a first-class, personal and effective Wealth Management service. By working closely together, we can draw on our varied skills and knowledge to treat each portfolio individually and meet the unique needs of every client.

Find out more about our team of experts below.

Principal Advisor
With over fifteen years of experience in the financial services industry, B.D. has been trusted by over 1,500 people to manage their financial futures and goals.
Director of Operations
Michelle oversees our relationships with compliance platform and systems partners. All of our back office support systems, team development and marketing also fall under her remit.
Client Services Executive
Sonia makes sure that your goals and objectives are matched with your desired level of investment risk, building together to create your personalised investment profile with us at Temple Row.
Client Services Associate
Julie is the friendly voice on the other end of the phone when you call and is always standing by ready to help you. With a background in banking, she champions the delivery of our personal service.

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.