09:00 – 17:00

Monday to Friday

Fort Fareham Business Park

Fareham PO14 1AH

01329 282 882

Temple Paraplanning - Your Business Partner For Life
2025

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.

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.

Gary

Paraplanner
Gary joined in 2014 as a Paraplanner. He is resourceful & proactive he combines effective communication skills with attention to detail on all reports.
Gary specialises in Retirement planning, both accumulation and decumulation.

Rebecca

Paraplanner
Rebecca has over 20 years in the Financial Services Industry, with 9 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.

James

Paraplanner
James joined Temple in 2014 as a Paraplanner. 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, and has obtained a level 3 certificate in mortgage advice.
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Michelle

Paraplanner
Michelle has been with Temple Paraplanning since 2019 having previous financial services experience with Nationwide. She specialises in investments and annual reviews, and is currently studying towards her diploma.

Annabelle

Trainee Paraplanner
Annabelle joined the Temple Paraplanning team in 2022, with a wealth of experience in customer service. She specialises in retirement planning support and has enjoyed expanding her knowledge of the industry since joining the team.

Sam M

Trainee Paraplanner
Sam has been with Temple Wealth since 2022, having previous financial services experience with Lloyds Banking Group. She specialises in investment administration and annual review support.

Sam B

Annual Review Specialist.
Sam joined Temple in 2022 as the Fareham branch administrator. She enjoys the role of administrator which utilises her organisational skills as she works within the supportive team, collaborating with others.

Patrick

Sales Support
Patrick has worked with Temple Paraplanning for over 12 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.

Lucy

Branch Administrator
Lucy joined the team at Temple Wealth in October 2022 as the Fareham Branch Administrator. Having taken over the role and made it her own, she felt this was the area she really wanted to specialise in and is working towards her Financial Administration qualifications.
Lucy is a powerful force in the workplace and uses her positive attitude and tireless energy to encourage others to work hard and succeed. In her spare time Lucy likes to spend time with her family and furry friends!

Lewis

Administrator
Lewis joined Temple in 2023 as a paraplanner support member. He enjoys supporting the team and looks to continue developing his skills for the future.

Andy

Sales Support
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