What Templar does

Templar Financial Planning Ltd is a London-based chartered financial planning firm founded in 1996 by Alan Leslie, providing independent financial advice to UK private clients and business owners. Its core services span wealth management, asset allocation, retirement planning, estate planning, succession planning, philanthropy advisory, employee benefits solutions, and equity release and mortgage advice. The firm serves a high-net-worth client base including business owners, executives, professionals, media/entertainment/sport personalities, and individuals navigating life events such as divorce or widowhood, including both UK-domiciled and non-UK-domiciled clients (such as US-reporting clients). It operates from a single headquarters at 55 Loudoun Road, St John's Wood, and is regulated by the Financial Conduct Authority (Registration 178554).

The business model is fee-based, with charges structured as time-based fees, agreed fixed fees, percentage of assets under advisory, or a combination, formalised through a Standard Engagement Document and Business Terms. Revenue is generated via a referral-led go-to-market that depends on long-standing relationships with London law firms (Harbottle & Lewis, Kingsley Napley, Family Law in Partnership, Burgess Mee) and investment managers (Waverton, Smith & Williamson, Rathbone Brothers, Close Asset Management). A seven-person team — three Chartered Financial Planners (including the Founder and a Client Director), one Accounts Administrator, one Executive Assistant, and two Client Administrators — delivers face-to-face initial consultations and ongoing advisory relationships.

The firm's technology footprint is modest: cloud-based infrastructure for client data with the Finplan Back Office accounting system, encrypted email for sensitive data, and a basic automated Investment Risk Questionnaire for client risk profiling. Templar achieved full independence in 2012 after separating from an associated chartered accountancy practice, has no external institutional investment, no subsidiaries, and no acquisitions or funding rounds on record.

Name

Templar

Legal name

Templar Financial Planning Ltd

Website

https://templargroup.co.uk

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

Templar Financial Planning Ltd is a London-based chartered financial planning firm, founded in 1996, providing independent wealth management, retirement, estate, and succession planning advice to UK private clients and business owners via a referral-driven, partnership-led model.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Financial planning services
• Wealth management advice
• Retirement planning advisory
• Estate planning services
• Independent financial advice

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Financial Planning and Advisory Services: Fees charged on time-basis, agreed fixed fee, percentage of assets under advisory, or a combination of these fee structures. Revenue generated from providing independent financial advice to private and business clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Templar is a chartered financial planning firm that delivers independent, personalized financial advisory services covering wealth management, asset allocation, retirement planning, estate planning, succession planning, and philanthropy. It serves UK-resident private clients (including business owners, executives, professionals, and media/entertainment/sport personalities) and business clients with employee benefits solutions and equity release and mortgage advice. Engagements are formalized through a Business Terms and Standard Engagement Document with fees structured on a time, fixed-fee, or percentage-of-assets basis.

Product overview

Templar Financial Planning Ltd is a service-based Chartered Financial Planning firm offering personalized financial advisory services rather than a product-based software company. Their core offerings consist of financial planning and financial advice services, supplemented by employee benefits solutions. The firm provides advisory services across Wealth Management, Asset Allocation, Retirement Planning, Estate Planning, Succession Planning, and Philanthropy guidance. They work with both Private Clients and Business Clients, and offer services including Equity Release and Mortgage Advice. The firm uses Finplan Back Office accounting system internally for their own operations, but this is not a product offering for external customers.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services
• Financial Advice
• Employee Benefits Solutions
• Equity Release and Mortgage Advice

Named customers8 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Brown Shipley: UK private wealth manager providing discretionary investment management and financial planning to HNW individuals, families and entrepreneurs. Comparable in target clientele and breadth of wealth planning services to Templar.
• Killik & Co: London-based independent financial advisory firm serving private clients across wealth planning, retirement and estate matters. Closely comparable to Templar in offering bespoke HNW advisory with a Chartered adviser base and referral-led growth model.
• Ascot Lloyd: UK Chartered financial planning firm providing holistic financial advice to HNW private clients and business owners. Directly comparable in independence, fee model and client focus to Templar.
• Saunderson House: UK Chartered financial planners focused on HNW private clients and business owners, offering integrated wealth, tax and estate planning. Directly comparable niche, fee model and client profile to Templar.
• London & Capital: London-based independent wealth manager offering bespoke financial planning, investment management and tax advisory to UHNW private clients and families. Comparable bespoke HNW advisory niche to Templar.

Broad incumbents

• Brewin Dolphin: Major UK wealth manager offering investment management and financial planning to private clients, intermediaries and charities. Larger, multi-office incumbent in the same HNW advisory space as Templar.
• Rathbones Group: Long-established UK investment and wealth manager serving private clients, trusts and intermediaries. Already a referral partner of Templar; broader incumbent offering overlapping wealth planning services.
• St. James's Place: Largest UK wealth manager with a national adviser network providing wealth and tax planning to HNW and mass-affluent clients. Scaled incumbent whose restricted/panel model contrasts with Templar's fully independent offering.
• Quilter Cheviot: UK discretionary investment manager and wealth planner serving private clients, families and trusts. Larger peer operating in the same HNW advisory category with broader resource base.
• Evelyn Partners: UK wealth management and professional services group (formerly Tilney) serving HNW private clients with integrated financial planning, tax and investment services. Scaled incumbent operating broadly in Templar's space.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Templar