Templar Estate Planning
- 59 Church St, Caversham, Reading RG4 8AX, UK
- 0118 948 4381
- https://www.templarestateplanning.co.uk/
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Richard Hayden
Very happy to be working with MRA Associates and their friendly approach. Mike and colleagues are happy to listen and understand aims before offering lots of good advice. Meetings and conversations are never rushed. It’s good to have access to an ongoing clear and reassuring outline of our financial affairs for the foreseeable future.
David Wells
We have been with MRA for 15 years and without their help and guidance we would not be in the property we have now, being able to retire at 58 in the knowledge that are finances are secure and we have no need to worry about money. They have given us the confidence in knowing we are financially secure and receiving income growth better than inflation. Many thanks to all the great people at MRA.
Wendy Waddington
I first contacted MRA nearly fifteen years ago, and in the time since Mike Robertson and Phil Hassell have given sound financial advice to me, both with regard to my family and to my own retirement planning. They have taken the time over this period to understand my financial situation in detail and, as it has changed, to recommend tailored products which have met specific investment needs – and they have augmented this with more general contextual financial advice. The whole team have been, and continue to be, very helpful.
John Waterman
14 years ago Alison had to give up work through ill health at 56 years. This had a major impact on our finances which, at best, had always been modest. We realised that we needed to reassess all areas of our life, but money was top of the list.
MRA reviewed all our finances, confirmed our goals and reassured us that with the correct realignment of our assets, we could reasonably manage our future monetarily. Because of their wisdom, our investments have been “bomb proof” throughout the financial crises of the past few years. We are now happily retired with investments that will support us until we are a 100yrs old and well past worrying. The financial world out there is a nightmare – get the experts in! It will cost you as good advice always does but it will cost you a lot more if you get it wrong.
Heather Brown
I never imagined I would make use of a financial advisor but once I took the first step I knew I’d made the right decision. The team at MRA are really helpful, knowledgeable and really seem to understand the concerns I had never having used similar services before. Now 5 years on I feel really comfortable with my financial goals, have confidence for my financial future and have explored some options I would never have considered before.