Post Brexit Services for UK IFA’s
Call Us on 0333 358 3380 or Request a Call Back
Do you have clients in the EU ?
Concerned about servicing them post-Brexit ?
Theresa May has ruled out any Financial Passporting after Brexit. This means it is highly unlikely that you will be able to legally advise any clients who live in the EU after Brexit occurs on the 18th March 2019.
Templar European Investment Services are fully regulated in Malta. Our MiFID & IMD licences are passported into every single EU country allowing us to advise clients on Investments, Pensions and Insurance based matters in any EU country.
Why trust Templar with your clients ?
Since our inception in April 2015 we have stuck to best practice principles and have worked on a transparent fee basis which is extremely unusual to find, outside of the UK IFA marketplace.
We undertake a risk profiling exercise on ALL new clients we onboard, and establish a client’s capacity for loss and appetite for risk, before ANY investment advice is proffered.
We ONLY advise clients to invest into liquid and daily priced UCITS style funds. Again, this is highly unusual for non UK IFA’s, many of whom place their own commission earning ability first and the client’s financial well-being second . WE do NOT operate that model and never will.
We are strictly regulated by the well-respected Malta Financial Services Authority and have to submit detailed records on a quarterly basis to our regulator (this is 6 monthly for UK IFA firms).
We are strictly audited annually by an Internationally known firm of auditors.
We are Independently owned and have no allegiance to use funds, wrappers or products from any Insurance companies, Banks, Investment houses or other financial institutions. The owners’ own cash backs the business and is at risk via our Capital Adequacy commitments (which are much higher then for equivalent UK firms) and our PI policy.
In short, we do not take unnecessary risk with our clients’ money OR with our own business.
If you would like to have a confidential discussion with us about working with you and your overseas clients, CONTACT US NOW to arrange meeting in the UK at your convenience.
Alternatively call james in strict confidence on 00356 9904 0490
Get In Touch
39 Mitchell Point
Phone: +44 (0)333 358 3380
1 Triq Kannestru
Phone: +356 2776 1094