Our client experience
We believe it’s not just about transactions and meetings, but a deep understanding of each of our clients, and a continual process of matching goals to risk and to returns.
Perhaps browsing our website piqued your curiosity? Or maybe one of our happy clients referred us - most of our clients come to use through referrals. Regardless of how you come to meet us, we'd be delighted to talk.
Getting to know you
One of our team will call you to find out more about your individual circumstances and to assess whether Temple Row Wealth Management has the right solutions for you.
It's great to put a face to a name. We will meet you in person at a time and place convenient to you (or via video link) so we can start to assess your vision and goals, your approach to risk and then consider the appropriate solutions for reaching these goals.
If it looks like we can provide suitable solutions for you, then we'll schedule a more detailed Discovery Interview so you can get to know our team better, and we can learn more about your finances.
One of the outputs of this is what we call a Vision Document - a record of what we learn and your financial plans for the future.
We gather all the necessary details and, when you decide to go ahead, we collect assets from other financial institutions so we can start to implement your plan.
Working to your goals and vision document, our team begins to implement solutions designed to make your money work harder for you.
You'll have a designated point of contact within our team. We will regularly update you on the status of your investments, and you are welcome to contact us at anytime. Our annual management fee covers all the help you need.
We are required under financial regulations to provide you with an annual statement, but we believe in a more personal approach. That's why we issue quarterly statements, and like to see our clients at least once a year, if possible.
You can also talk to us at any time, we're always delighted to help our clients out.Let's talk
We like to see our clients at least once a year, if possible. The rediscovery meeting is to make sure there have been no significant changes to your life, finances, or goals since we wrote your initial vision document. This helps us keep your portfolio on track.
If you want our WOW process working for you, why not contact us? We’d be happy to talk to you and answer any other questions you might have.