We specialise in providing regulated investment advice to retail clients, across Europe.
Helping clients make the right investment choices alongside planning their income and wealth management needs.
We access a whole world of investments for you; specialising in finding the right diversified investments to maximise profit whilst minimising risk.
We specialise in providing investment advice in a broad range of environments, countries or tax wrappers e.g to individuals, their pension accounts, trustees, and businesses.
Let us give you the confidence that comes from a better understanding of your investments and help you plan securely for where you want to get to.
Templar EIS provide cross-border international wealth planning and expat financial advice for individuals resident in the EU.
We understand that their needs can often be complex and diverse and a broad range of speciality subject knowledge is usually required.
Advising globally Templar EIS provide regulated financial advice you can trust.
UK persons who are now living abroad
UK investment advisers who do not have the requisite EU licences to deliver their services to EU-resident clients
UK and British Isles corporate financial services that require assistance concerning EU residents