Independent Financial Advisor

Mulberry Cottage, Vernham Dean, Andover, Hampshire, SP11 0JY
Tel: 01264 300125 or 0845 833 8311
Mobile: 07768 075010 Website: www.templegatefinancial.co.uk

Whatever your financial planning needs, we are there to help. If you want to know more just click on one of the links below.

www.templegatefinancial.co.uk/testimonials

www.templegatefinancial.co.uk/protection

www.templegatefinancial.co.uk/retirement

www.templegatefinancial.co.uk/investment

www.templegatefinancial.co.uk/investment_bonds

www.templegatefinancial.co.uk/mortgages

www.templegatefinancial.co.uk/mortgages/mortgages-product-search

www.templegatefinancial.co.uk/school_fees

www.templegatefinancial.co.uk/equity_release

Helping you plan for today, tomorrow, and the unexpected.

Please feel free to review this presentation (PDF 380KB) for an insight into why leaving all your hard earned money in one asset class such as Deposit/Cash or, Stocks and Shares has its pros and cons.

A portfolio should be reviewed on a regular basis for the following reason:

1. Performance of the fund(s) that make up the portfolio
2. The level of Investment Risk the portfolio holds
3. Changes in personal circumstance that may affect how much risk vs. reward is acceptable to you
4. Your view on Investment Risk may change over time.