The right trust, foundation, business, trading structure and administration matters.
Protect your capital and yourself throughout life's challenges.
You deserve financial independance - We deliver independent Investment Advice.
We provide regulated, independent investment & financial advice to individuals, trustees and businesses, on their Euro, USD and GBP investments and investment portfolios within the multi-billion, global, regulated fund environment.
As European independent investment advisers, insurance mediators and wealth managers, we hold licencing to provide regulated investment advice to any resident or expatriate of the EU and EEA. We are independent of all other institutions and fund managers. We are not limited to working with insurance companies or banks. We have no conflicts of interest which might dilute the independence of our advice. We have no external shareholders. We are not stockbrokers, insurance representatives or bankers and we do not hold client assets.
That means our clients are king. We work for you, exclusively
Our business practices follow MFSA & Markets in Financial Instrument Directive (MiFID) rules.
You can see Our Consumer Guide to MiFID here
The Consumer Benefits of MiFID II produced by The European Securities and Markets Association (ESMA) details the benefits for you of changes coming in 2018.
See why Templar EIS is based in Malta here
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly.