Aylin Jones DipFA CeMAP CeRER
Financial adviser at Temple Wealth
Your Financial Partner For Life – Chartered Financial Planners serving personal and corporate clients across Hampshire and Dorset.
Meet Aylin Jones DipFA CeMAP CeRER
Aylin has been in the financial services industry since 2006 and worked for Nationwide Building Society for over 17 years as a Mortgage & Protection Adviser. Aylin is passionate about being extremely client focused, ensuring attention to detail to provide her clients with bespoke solutions for their residential and commercial mortgage needs. Although she is based in Dorset, Aylin offers valued UK wide advice to her clients. Outside of work, Aylin likes spending time with her family, often going on day trips in the UK or holidays abroad. She also enjoys Pilates as well as watching sports including football and tennis.
Why clients use Aylin Jones DipFA CeMAP CeRER
Achieved Chartered Financial Planner status in 2017, demonstrating a firm-wide commitment to professional knowledge, enhanced capability and the highest ethical standards.
Established with a clear focus on putting clients first, Temple Wealth provides holistic financial advice tailored to the needs of both individuals and businesses.
The firm builds long-term relationships with clients, offering ongoing advice and annual reviews to support them at every stage of their financial journey.
What Aylin Jones DipFA CeMAP CeRER helps with
Investments
Personalised investment advice for personal and corporate clients, designed to help grow and protect wealth in line with individual goals and circumstances.
Retirement Planning
Comprehensive retirement planning advice, including the consolidation of pension pots and strategies to help clients plan effectively for the future.
Mortgages
Mortgage advice covering a range of needs, including refinancing and helping clients find suitable solutions for their individual situations.
Protection
Advice on protection products to help individuals and families safeguard their financial wellbeing against unforeseen events.
Equity Release
Specialist guidance on equity release, helping clients understand their options and navigate the process with clarity and confidence.
What happens after you enquire
You send an enquiry
Your details and your note go to this adviser only.
The adviser contacts you
They reply directly, by email or phone, to talk through your situation.
Fees are explained in writing
Before any work starts, the adviser sets out in writing what they charge.
You decide whether to go ahead
Sending an enquiry doesn't commit you to anything.
Regulation and qualifications
Covering PO & SO
Common questions
Is Temple Wealth Management regulated?
Yes. Temple Wealth Management Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. The firm's FCA reference number is 531961.
When was Temple Wealth Management established?
Temple Wealth Management Ltd was established in 2010 by a group of experienced Independent Financial Advisers.
Has Temple Wealth Management achieved Chartered status?
Yes. In 2017, Temple Wealth was proud to achieve the title of Chartered Financial Planners, an objective mark of professional standing that reflects the firm's commitment to knowledge, capability and ethical standards.
Where are your offices located?
Temple Wealth has two offices: a head office at Fort Fareham Business Park in Fareham, Hampshire, and a second office at Queen Mother Square, Poundbury, Dorchester, Dorset.
What types of clients do you advise?
Temple Wealth acts on behalf of a wide range of personal and corporate clients, providing holistic financial advice to both individuals and businesses.
How do I get in touch with Temple Wealth Management?
You can contact the Fareham office on 01329 282 882 or email Fareham@templewealth.co.uk. The Dorchester office can be reached on 01305 213150 or at Dorchester@templewealth.co.uk. Alternatively, visit www.templewealth.co.uk.