How We Work

Listen to your concerns and aspirations.
Find out about you and help you clarify what your life and financial priorities are.
Work with you to create a plan that is understandable and workable.
Explain the plan to you, stress test the plan to ensure it works and that you agree and understand.
Agree an on-going communication and review plan to keep you on track and adapt as life changes.

Services:

Pension Transfer Advice
Corporate and Personal Health and Life Protection
Retirement and Pension Solutions
Inheritance and Tax Advice
Investment Planning

Enquiries – please call our North West Office 01257 450964

Temple Gray Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number – 753975.

Registered address – The Station House, Whalley, Clitheroe, Lancashire, BB7 9RT

Please be aware that the value of your investments can go down as well as up.

In the event of an unresolved complaint you have the right to refer to the Financial Ombudsman Service, more information can be found at www.financial-ombudsman.org.uk