The Advice Process at TEMPLAR

We aim to provide all our clients with a comprehensive level of service and advice, whether this need is ongoing or a one off requirement.

We are charged with ensuring that any investment arranged is suitable and appropriate and the investment is authentic.

Experience has taught us to work in a structured way with each client to ensure that the appropriate level of advice is delivered. For those requiring a comprehensive service the process is as follows:

Whether you are looking for a more flexible pension arrangement, a better return from your investments, a more tax efficient portfolio, or perhaps just a review of your existing arrangements and financial planning, we are here to help. Get in touch via our Contact Page for a no nonsense, no obligation discussion about what we can offer. You may be surprised to hear what we can deliver.

For a no obligation, initial discussion at our cost, please contact us or call +356 2776 1094.

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Templar European Investment Services Ltd - Financial Planning, Property, Pensions, Generation Planning, Business Owners, Financial Services, Malta

  • Templar EIS Ltd.
    VO2, The Hub
    Triq Sant Andrija
    SGN 1612
    San Gwann
    MALTA
    Tel: +356 2776 1094
    Fax: +356 2776 1084
    info@templar-eis.com

Templar European Investment Services is a trading style of Templar EIS Limited, registered in Malta - number C70357.
Registered address The Hub, Triq Sant Andrija, San Gwann SGN 1612, MALTA.
Templar EIS Limited is licensed to provide investment services by the Malta Financial Services Authority and is an Enrolled Insurance Broker.

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