Who we are
Their team includes (in alphabetical order)
- David Jaye - Business Development Manager
- Harry Lawrence - Mortgage Manager
- Ketan Pankhania - ParaPlanner
- Laura Sherwood - PA to Alan Marks, Group MD
- Mark Radford - Senior Consultant / Medical and Dental Specialist
- Myles Astin - Consultant
- Natalie Beare - Executive Assistant
- Paulina Krause - Account Executive
- Sacha Dsane - Mortgage Advisor
At Templar Financial Planning we actively seek advisors who have true flair, ambition and a determination to be ‘the best´ in their niche area.
All of Templar's advising directors are Chartered Financial Planners, having passed the Advanced Diploma in Financial Planning, which places them in the top 1% of industry experts in the country.
Our pledge to clients is that you will receive expert advice from a team of talented professionals who offer Independent and bespoke solutions to ensure your finances are being utilised in the most advantageous manner.




