Restricted Advice

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Restricted Investment Advice

At Temple Row Financial, we specialise in offering restricted investment advice, which means that we have carefully chosen to limit the range of products and providers we consider before recommending suitable solutions to our clients.

We believe that this approach allows us to focus on providing the most appropriate investment options for the majority of our clients. While we have chosen not to advise on certain types of investments that may not be suitable for our clients, we take pride in the products we do recommend.

These include Saltus Investments, BW Pensions, Quilter for Investment Bonds, and Canada Onshore.

For the most up-to-date information on the specific products, we advise on, please refer to our client services brochure or visit our website, where you can find detailed information about each product and their benefits.

We regularly review all the investments and update the panel when anything may not align with our clients’ goals or aspirations.”

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