Temple Bar Independent Financial Advice

What Temple Bar Independent Financial Advice does

Temple Bar Independent Financial Advice Limited is a privately held independent financial advisory firm headquartered in Worcester, England (registered office at Independence House, 4 Beckett Road, Worcester, WR3 7NJ; company number 3711518). It is authorised and regulated by the Financial Conduct Authority under reference 401740 and operates as a credit broker with access to the whole of the lending market. The firm serves individual consumers and families in the Worcester area, delivering personalised financial advice across a structured portfolio of seven service lines: Pensions, Investments, Savings, Protection, Retirement and Later-Life Planning, Inheritance Tax planning, and Wills.

The firm has no proprietary technology platform. Its core operating technology is a third-party client portal provided via the PFP platform (gb.pfp.net), which delivers identity and single sign-on, portfolio access, secure messaging, fact-find, and account functionality. The website also hosts a video library of educational content and links to a VouchedFor profile for client testimonials. Day-to-day delivery rests on face-to-face advisory consultations conducted from the Worcester office, with enquiries handled by phone (01905 757748), email, and website contact forms.

The business model is professional services: fees are quoted case-by-case following initial consultation, with billing on a multi-year contract basis typical of ongoing advisory relationships. Revenue is supplemented by lender commissions earned through credit broking. Marketing is sales-led and relationship-driven, combining a content-rich website, LinkedIn presence under principal adviser Simon Mansell, VouchedFor social proof, and direct enquiries. The only identified individual in management is Simon Mansell as Financial Adviser; broader headcount is not disclosed in the available data.

Name

Temple Bar Independent Financial Advice

Legal name

Temple Bar Independent Financial Advice Limited

Website

https://templebar.co.uk

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Temple Bar Independent Financial Advice Limited is a Worcester-based FCA-regulated independent financial adviser (FCA ref. 401740) providing personalised whole-of-market advice on pensions, investments, savings, protection, retirement planning, inheritance tax, and wills to individual consumers and families in the Worcester area.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industry

Directed Trust & Trust Advisory Services (FSAAANAK)

Keywords

• Independent financial advice
• Pension planning
• Retirement planning
• Inheritance tax planning
• Wealth management

Headquarters

HQ city

Worcester

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Fees: The firm operates as a credit broker and independent financial adviser. They are regulated by the FCA (reference 401740) and work with the whole of the lending market. They receive commission from lenders for credit broking activities, and likely charge fees for financial advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Temple Bar Independent Financial Advice provides personalised, whole-of-market independent financial advice to individual consumers throughout Worcester. Its core offering spans pensions (state, occupational, personal), investments (ISAs, unit trusts, bonds), savings, protection (life, critical illness), retirement and later-life planning, inheritance tax planning, and wills. Services are delivered through face-to-face consultations and supported by a third-party PFP client portal for account access and secure messaging.

Product overview

Temple Bar Independent Financial Advice is an independent financial advisory firm offering personalized financial advice in Worcester. The firm operates as a single, unified advisory service rather than a platform-plus-modules architecture. Their core product portfolio consists of seven interconnected financial services: Pensions (covering state, occupational, and personal pension schemes with retirement options), Investments (portfolio management and tax-efficient investing), Savings (including various ISA products), Protection (life and critical illness insurance), Retirement and Later-Life Planning (comprehensive retirement income and care fees planning), Inheritance Tax planning (estate and wealth transfer optimization), and Wills (estate planning documentation). The firm also provides a Video Library of educational resources and integrates with a third-party PFP platform for client portal access. Services are delivered through personalized advisory consultations with jargon-free guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Pensions Retirement savings planning service covering State Pension (Single Tier and Basic), occupational pensions (defined benefit and defined contribution), personal pension schemes, stakeholder pensions, and retirement options including annuities and flexi-access drawdown. For individual consumers planning retirement in Worcester.
• Investments Investment strategy development and portfolio management, including stocks and shares ISAs, unit trusts, open-ended investment companies, bonds, and diversified investment approaches to combat inflation and grow wealth over time. For individual investors.
• Savings Savings advice covering deposit accounts, ISAs (Cash ISAs, Stocks and Shares ISAs, Junior ISAs, Innovative Finance ISAs, Lifetime ISAs), and tax-efficient government-backed savings vehicles. For individual savers.
• Protection Insurance protection products including life insurance, critical illness cover, accident and unemployment protection, and policies tailored to individual circumstances such as mortgage protection and family financial security. For individuals and families.
• Retirement and Later-Life Planning Comprehensive retirement planning including income generation strategies, care fees planning, wealth transfer, Lasting Power of Attorney arrangements, and flexible financial plans adaptable to changing needs. For individuals approaching or in retirement.
• Inheritance Tax Inheritance tax planning including nil-rate band strategies, residential nil-rate band (RNRB) optimization, pension IHT planning (effective April 2027), estate planning, and wealth preservation for beneficiaries. For individuals and families concerned with estate preservation.
• Wills Will writing services including appointment of guardians, maintenance trusts for children, beneficiary designation, specific legacies, and protection against care fees through proper Will structures. For individuals and families.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Broad incumbents

• Tilney (now Evelyn Partners): UK wealth manager offering financial planning, investment management and tax services to private clients. Comparable offering to Temple Bar but at broader scale and with platform/investment capabilities beyond a single-adviser practice.
• Quilter: Large UK wealth management platform and advice business serving retail and mass-affluent clients with investment, pension and protection products. Broader incumbent offering overlapping advice and platform services used by IFAs like Temple Bar.
• St. James's Place: Major UK wealth manager with a large restricted adviser network offering investment, pension and protection advice to retail clients. Overlaps with Temple Bar's target market but operates a tied adviser model rather than whole-of-market independent advice.
• Evelyn Partners: Large UK wealth management and professional services firm providing financial planning, investment management and tax advice to private clients. Competes for the same affluent Worcester-area demographic but at significantly greater scale.

Others

• Moneyfacts: UK financial comparison and information provider covering savings, mortgages, pensions and protection. Adjacent ecosystem participant — consumers often compare products here before engaging a local IFA like Temple Bar.

Direct peers

• The Private Office: Independent, fee-based financial adviser focused on personalised financial planning for individuals and families. Highly comparable as a relationship-led IFA serving similar retail client needs across pensions, investments and protection.
• Succession Wealth: UK IFA consolidator (backed by Aviva) that acquires small regional IFAs and provides platform, compliance and investment support. Operates in the same 'independent financial advice' category as Temple Bar, targeting similar retail clients.
• Bellpenny: UK IFA that acquires and integrates smaller advisory practices while retaining local service delivery. Comparable in business model and customer base (mass-affluent retail clients seeking holistic financial planning).
• Skerritt Consultants: Independent financial adviser providing personalised advice to individuals and businesses across the UK, with services spanning pensions, investments, protection and tax planning. Closely comparable as a similarly-sized, relationship-led IFA.
• AFH Financial Group: UK wealth management consolidator that acquires independent financial advisers and offers them back-office scale and platform access. Highly comparable as a direct aggregator of small IFAs like Temple Bar, representing both a competitor for clients and a potential acquirer.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/in/simon-mansell-5a238610

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Temple Bar Independent Financial Advice