Greg Holden Chartered MCSI IMC
Financial adviser at Temple Wealth
Your Financial Partner For Life – Chartered independent financial advice for individuals and businesses across the UK.
Meet Greg Holden Chartered MCSI IMC
Greg has over 20 years’ experience in the financial services sector. Having worked for and with some of the UK’s leading financial services companies, Greg has a practical and in-depth knowledge of the financial world. From intimate knowledge of complex investment and taxation structures to consulting with other financial advisory firms on how to tailor their businesses, Greg uses his experience to provide business and private clients with efficient and suitable solutions. He has clients across Surrey and surrounding areas.
Why clients use Greg Holden Chartered MCSI IMC
Achieved Chartered status in 2017, an objective mark of professional standing that reflects the firm's ongoing commitment to knowledge, capability and ethical standards.
As independent financial advisers, Temple Wealth can act across a wide range of personal and corporate clients, offering whole-of-market, holistic advice rather than a restricted product range.
Founded with a customer-centric ethos, the firm builds long-term relationships with clients, supporting them through every stage of their financial journey.
What Greg Holden Chartered MCSI IMC helps with
Investments
Independent investment advice for personal and corporate clients, tailored to individual circumstances and financial goals.
Retirement Planning
Comprehensive retirement planning services, including guidance on pensions and the consolidation of workplace pension arrangements.
Mortgages
Mortgage advice covering a range of needs, including residential and refinancing requirements.
Protection
Advice on protection solutions to help individuals and businesses safeguard against financial risk.
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 GU
Common questions
Is Temple Wealth Management regulated by the FCA?
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 appears on the Financial Services Register under reference number 531961.
Are your financial advisers independent?
Yes. Temple Wealth was established by a group of experienced Independent Financial Advisers and provides independent advice across a wide range of personal and corporate clients.
What does Chartered Financial Planner status mean?
Chartered status is an objective mark of professional standing. Temple Wealth achieved the title of Chartered Financial Planners in 2017, demonstrating the firm's commitment to developing knowledge, enhancing capability and maintaining ethical standards.
Where are your offices located?
Temple Wealth has two offices: the head office is at Fort Fareham Business Park, Fareham, Hampshire (PO14 1AH), and there is a second office at Newborough House, Queen Mother Square, Poundbury, Dorchester, Dorset (DT1 3BJ).
What types of clients do you work with?
The firm works with a wide range of personal and corporate clients, providing holistic financial advice for both individuals and businesses.
How do I get in touch with Temple Wealth?
You can contact the Fareham office on 01329 282 882 or by email at Fareham@templewealth.co.uk, and the Dorchester office on 01305 213150 or at Dorchester@templewealth.co.uk. Alternatively, you can use the contact form on their website at www.templewealth.co.uk.