Alan Leslie – Founder
Chartered Financial Planner - Director
“My role is very simple…
…to understand my clients requirements and then do all that I can, to move their affairs forward efficiently. It is vital that we are always focused on improving our clients’ affairs.
With many years experience, I act as Financial Counsel to my clients, giving an independent and forthright view at all times.”
Before Templar
Alan spent 10 years at a successful firm of Independent Financial Advisers in Marylebone, advising a wide range of Private and Corporate Clients.
Following this, in 1996, he co-founded Templar Financial Planning Limited a long-established firm of Chartered Accountants and Business Advisers.
The firm has been independent since 2012 and continues to grow, carefully and thoughtfully looking after people and their finances.
Inside Templar
Alan’s advice encompasses all aspects of Wealth Management, Asset Allocation, Retirement Planning, Estate Planning, Succession Planning and Philanthropy, taking the role of Trusted Adviser and Independent Counsel on all aspects of a client’s/family’s financial affairs.
Alan’s client portfolio comprises UK resident/domicile and UK resident/non-UK domicile (US and non-US domicile) clients – these clients are business owners, executives, professionals, individuals with independent wealth and a number of clients from the world of media, entertainment and sport.
Specialisms
- Clients who are relatively unfamiliar with substantial wealth, for example, a recipient of a large marital settlement or inheritance.
- Clients who have substantial finances but little time to deal with them.
- Clients whose affairs require substantial co-ordination between the legal, taxation and financial aspects of their affairs and their advisers.
- Clients with complexity and/or disorder in their affairs, acting as a personal Finance Director.
Outside Templar
Alan is a keen martial artist.
He holds a 3rd Dan Black Belt in the Japanese martial art of Ju Jitsu.
Professional qualifications:
- Chartered Financial Planner, holding the Advanced Diploma in Financial Planning
- Fellow of the Personal Finance Society
- Affiliate Member of STEP
Experience:
30 Years
Phone:
+44 (0) 20 7625 1661