09:00 – 17:00

Monday to Friday

Fort Fareham Business Park

Fareham PO14 1AH

01329 282 882

Temple Paraplanning - Your Business Partner For Life
2nd June 2020

09:00 – 17:00

Monday to Friday

Fort Fareham Business Park

Fareham PO14 1AH

01329 282 882

The Paraplanning Team

The Team comprises of 8 core members, it has a flexible structure enabling it to increase as the service demand fluctuates, ensuring a consistently high standard is always provided.

temple paraplanning Sarah

Sarah

Operations Director
Sarah is a qualified Financial Adviser and has grown the Paraplanning team steadily to ensure there are specialists in all areas of Wealth Management. Consistently delivering a high standard of work & encouraging individual development within the team has proven to be a successful combination.
Reputation is a key driver and this allows her to go the extra mile to ensure Advisers spend their time where they are most profitable; in front of clients. Sarah specialises in Investment and Pensions.
temple paraplanning Gary

Gary

Paraplanner
Gary has been a Paraplanner for over 2 years, since starting at Temple. Resourceful & proactive he combines effective communication skills with attention to detail on all reports.
Gary specialises in Retirement planning, both accumulation and decumulation.

Lauren

Paraplanner
Lauren joined Temple Paraplanning from her previous role at an accountancy firm. Her aptitude for problem-solving & dedication to research means that she has adapted well to her new role. Lauren is studying on the CII programme for her financial qualifications.
Her love of the theatre & being a member of the Titchfield Players Amateur Dramatic Society has taught her to be an effective communicator, which is a real asset as a Paraplanner

James

Paraplanner
James has been a Paraplanner with Temple for nearly 2 years, he combines effective communication skills with attention to detail in all his case research while ensuring each report is delivered in a timely manner.
James specialises in mortgages and protection.

João

Paraplanner
João has joined the Paraplanning team as an apprentice; he was drawn to the fast-paced Finance Industry and the apprenticeship scheme provides the educational support required to start his career.
His football skills transfer across, showcasing him as a team player as he supports the other Paraplanners in their daily tasks. In return, this team approach utilises the skills of the individual Paraplanners to support João in his studies and on the job training.
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Rebecca

Paraplanner
Rebecca has over 14 years in the Financial Services Industry, with 3 years as a Paraplanner at Temple. She is proficient at handling a variety of cases & has accumulated a wealth of knowledge in her core specialities.
Rebecca specialises in Investments and Retirement Planning.

Caitlin

Paraplanner
Caitlin has recently joined Temple Paraplanning
temple paraplanning Tracey

Tracey

Financial Administrator
Tracey has over 20 years administration experience with nearly half of those in the Financial Sector.
As a qualified Financial Administrator she provides a high level of support and knowledge to the Paraplanners, while enhancing the workflow for all the advisers.

Patrick

Sales Support
Patrick has worked with Temple Paraplanning for over 5 years as Sales Support. He reviews the progress of individual cases liaising with Providers and Independent Financial Advisers.
Patrick specialises in auditing the fees and commissions and closing projects on completion.
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