Planning for retirement is a significant life milestone that requires careful consideration and preparation. Over the past 35 years, our team has helped more than 1000 families prepare for a fulfilling retirement.
Today long term care costs are soaring from 35k to 70k per year. This is the largest threat to many peoples legacies for their kids. Absolutely, considering a wealth manager’s role in your long-term care financial planning is crucial.
At Temple Row Wealth, we recognize that retirement is a significant milestone in life, offering new possibilities and the freedom to pursue what truly matters to you.
At Plantsbrook School, students are encouraged to explore various career paths through work shadowing opportunities. Harry Aston, a talented Year 12 student, recently had the chance to gain valuable firsthand experience by shadowing our esteemed Wealth Management team.
Temple Row Financial (TRF), a leading financial institution, has taken a significant step towards sustainability by appointing Dan Simmons as its Head of Sustainability.
Cortona, Italy recently played host to an annual retreat organized by the International Center for Wealth Advisory Excellence (ICWAE), bringing together some of the most esteemed financial advisors from the United States and Canada.
In a transformative merger within the financial industry, Salix has adopted the name Temple Row Financial, creating a dynamic partnership dedicated to empowering individuals and households in achieving their financial goals.
Recently, several directors from Temple Row had the opportunity to attend the International Centre for Wealth Advisory Excellence in Cortona, Italy.
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.
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.