Temple Row Wealth Management, led by Bart Dalton, is lighting up the West Midlands. Based in the heart of Birmingham, Temple Row is an international team with English, Spanish and American staff bringing a rich tapestry of views.

The practice focuses on business owners nearing retirement and their family’s need to protect a legacy. Dalton has written three books about helping owners maximise their business, network and sales efforts. His latest book, The Assisted Purchase, was published in 2019 and is a tool for advisers looking to create long-lasting client engagement.

The firm has been pleased to continue the growth of Temple Row during all three national lockdowns, connecting with clients using a hybrid approach that prioritises their security and wellbeing. They even enjoyed a virtual harp concert last Christmas. This approach has also allowed it to become net-zero champions, making the move to completely digital files in an effort to become a paperless organisation.