Templar EIS Ltd provides Independent Investment Advice.
The Directors of Templar and its regulated advisers have an average of 25+ years’ experience in helping clients make the right investment choices, alongside planning their income and wealth management needs.
We deliver our services from Malta to our EU & worldwide clients and provide local services to Maltese residents and expatriates living here.
Contact us and find out why we are different, how we are regulated, who we work for and what our clients experience when engaging with us. We are committed to providing appropriate solutions for you and guarantee that a recommendation of any investment, insurance or wealth management product or service will be suitable for you.
We follow and implement the rules of our regulator the MFSA, alongside the EU wide Markets in Financial Instruments Directive (MiFID). We are audited by Mazars, the International auditing practice.
We look to build long term relationships, whatever the level of your investment and we will keep in touch as little or as often as you want. We keep you informed of the way we are looking after your wealth by giving you access to online valuations, as well as annual valuation reports. Whilst the first step is deciding where to invest your money, building and protecting your wealth is an ongoing program which, in the long-term, will help determine whether any outcome meets your expectations
Templar operate on a client agreed remuneration basis. This means we agree our fee or commission with you before commencing work. In most cases we are not required to charge VAT.