Templar European Investment Services

Call Us on 0333 358 3380 or Request a Call Back

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Who We Are

James Edwards

DipFA, DipPFS, CertPFS (Securities),(DM),MIFS

James first became involved in Financial Services in 1984 working in a small brokerage in Brighton, England. He later sent several years living and advising many Nationalities within the expatriate community on savings and investments in Singapore and later, Prague. After a period of 18 years in the UK mainly as an Independent adviser, including running his own directly authorised firm for the last 7 years, James once again decided to work on a more International scale and founded Templar EIS Ltd, along with Glyn. James’ clients have included Country CEOs for Deloitte & Touche (an ex Ambassador for Canada), Unilever, TNT, and many other high ranking executives in Blue Chip companies including the former heads of two European banks in Singapore. James has an active interest in investments and in particular anything that has a low correlation to stockmarkets and bond markets, such as hedge funds, absolute return funds and other strategies. James also trades options on his own book and helps to run a small private syndicate of UK based Individuals.

 

Glyn Williams

Bsc (Eng). DipFA, G60 (Pensions Specialist)

A technical expert with a high level of competence and knowledge of investment business, Glyn’s experience covers a broad range of advice areas including “at retire­ment planning”, savings and sophisticated instruments, and inheritance tax planning. Glyn’s career in Financial Services began in 1986. By 2000, he had achieved the highly respected Advanced Financial Planning Certificate (AFPC) including the advanced pension qualification G60. As a result Glyn has over 15 year’s worth of experience as a final salary pensions transfer special­ist, as well as experience in running a pensions administration company. Glyn has always worked in an advisory capacity, servicing London based executives and offering high level advice to SME’s and Directors. From 2009 Glyn’s directly authorised UK business, special­ising in Pensions and Investments, worked with owner managed businesses, with professional clients looking at wealth accumulation and family protection and with retirees investing for income. Having become more involved with EU and international clients over the years, Glyn founded Templar EIS Ltd with James in order to better act for those living and working internationally.   

Our advisers have previous experience of advising clients on the following areas: 

• General Investment Advice for Individual clients, Companies and Trusts (including Pensions)
• Client & Investment Risk Assessment
• Strategic Asset Allocation for Investment Portfolios
• QROPS, QNUPS
• Discretionary Portfolio Management including where appropriate, ‘non-correlated’ assets
• Wealth Planning, including awareness of available tax wrappers and low tax jurisdictions *
• Bespoke Investment opportunities for High Net Worth Individuals

Get In Touch

UK Office

39 Mitchell Point
Ensign Way
Hamble
Hampshire
SO31 4RF
Phone: +44 (0)333 358 3380
Email: info@templar-eis.com

Malta Office

1 Triq Kannestru
Mellieha
MLH 2110
Malta
Phone: +356 2776 1094
Email: info@templar-eis.com