Mission Statement
At Templar EIS Ltd, our mission is to empower individuals and businesses to make informed financial decisions by offering tailored, sustainable investment strategies and expert guidance in retirement and wealth planning. We are committed to providing innovative, transparent, and ethical solutions that align with our clients’ financial goals, values, and long-term aspirations.
Through personalized services in pension management, savings, investments, and ESG (Environmental, Social, and Governance) strategies, we strive to create lasting value while maintaining the highest standards of integrity, compliance, and responsibility.
Our goal is to build trusted, long-term relationships with our clients, helping them secure a prosperous future while contributing positively to the global community.
How we work
At Templar we offer bespoke financial planning based on your tax residence and investment objectives. These can be different for every individual in every EU/EEA country and therefore, a thorough analysis will be required.
Initially, you would have a meeting with our Investment Advisor, with no-obligations whatsoever. This is usually done via video call. If it can be established that our services would be appropriate for your circumstances, then a formal regulated process will be followed. You will be guided through every step by our team.
In all circumstances, you will be asked to procure independent tax advice, since we base our financial and investment advice on the clarity of your tax situation in the jurisdiction where you reside.
Once your tax and financial requirements are fully understood, we will provide you with a general proposal to include all fees, costs and charges. If you accept this proposal and agree to proceed, our full onboarding process will be undertaken.
We do not take any commissions. You will pay for the time and services which we offer you, as we strive to keep the process as transparent, efficient and professional as possible.