Testimonials
For clients, it can be a leap of faith when engaging with any new adviser. To help our clients with this decision, we have asked some of the professionals with whom we work, to write a few words about us.
Zoë Camp - Partner, Harbottle & Lewis
“Alan’s truly independent approach mirrors ours, making him a natural choice when recommending financial advisers to our clients. We find Alan to be highly responsive and reliable and his commitment to his clients is borne out by the longstanding relationship he has with them.”
David Rosier - Chairman, Waverton Investment Management
“Alan is a well qualified professional with huge experience in advising his clients on the structuring of their financial affairs. He has the ability to explain complicated financial concepts to his clients in a manner that instils confidence in them. His clients trust him always to do the right thing.”
Mark Bray - Managing Director, Close Asset Management
“I have worked with Alan for a number of mutual clients. His integrity, professionalism, knowledge and attention to detail are exemplary. He is also quite a nice chap! I would wholeheartedly recommend Alan to anyone seeking first- class, personable and professional advice.”
Jane Kenyon - Partner, Herrington & Carmichael LLP
“Paul goes out of his way to support the fellow professionals he is working with. He encourages a team spirit amongst advisers to ensure that everyone is working together in the client’s best interests.”
Chris Tottle - (previously) Partner, Triple Point Investment Management LLP
“Paul and I have worked together on a number of high value clients. Shrewd commercial acumen, an ability to “get things done” and common sense combined with style and warmth. A pleasure to work with – and keeps me on my toes!”
Richard Nunneley - Vice Chairman, Floreat Group
“Alan is a highly motivated and exceptional Advisor. It is not for nothing I and others honestly believe he has to be a first port of call when client affairs are complex. Hence I have had no qualms in referring very Senior Colleagues to him. Neither they nor I were disappointed.”
Chuck Lubar - Counsel, McDermott Will & Emery
“Alan has done solid work for a variety of my clients, whether accounting, investment advice or insurance. A safe pair of hands.”
Elizabeth Hicks - Director, Family Law in Partnership
“Alan has a fantastic rapport with clients; he is able to explain complex financial structures in a straightforward, jargon free manner which is particularly useful for the less financially aware client.”
Peter Burgess - Partner, Burgess Mee Family Law
“I regularly refer my clients to Paulina and Alan at Templar because I have every confidence in their professionalism and knowledge base. I know that my clients who come from all walks of life will universally receive an excellent level of service and advice which is easy to digest and invariably sensible and practical to boot.”
James Ward - Partner and Head of Private Clients, Kingsley Napley
“Alan embodies the term “Trusted Adviser” for his clients. He assists his clients with all aspects of their lives, alongside excellent financial advice and forward thinking from a fully independent standpoint. I never have any hesitation in recommending him to my clients.”
Zoe King - Director, Smith & Williamson Investment Management LLP
“As an Investment Manager, I am looking to work with Financial Planners who are professional, well informed and who understand how to complement what I do and ensure that the client receives a first class service at all times. Paulina has been a pleasure to work with and clients know whom to contact from the start, regarding any issue. I would not hesitate to recommend her to clients and their investment managers.”
Guy Paterson – Partner, Stanhope Capital LLP
“We do not provide pension advice and Alan is my first choice adviser when clients require this. It is his grasp of the detail which is so valuable.”
David Blake - Investment Director, Rathbone Brothers plc
“I have been very impressed with Alan and the team at Templar and have received only glowing reports from the clients I have referred to them. It is rare to find an advisor who can combine integrity, knowledge professionalism and service in the one package, and I would have no hesitation in recommending them to both clients and other industry professionals.”