About Us
At Templar in Caversham, Reading, we go beyond simply matching you with a mortgage product – we focus on finding the right solution tailored to your specific circumstances. With extensive experience across financial services, including pensions, protection, estate planning, and resolving past advice issues, David brings a well-rounded and friendly perspective to every client interaction.
Our Story
David Robinson delivers mortgage and protection advice through Templar Mortgages, drawing on more than 25 years of experience across pensions, estate planning and financial services.
After a career spent working with some of the UK’s largest and well known financial institutions – giving and reviewing advice, and ensuring customers received the best outcomes – the aim was to do something more direct: give individuals and families access to the same quality of thinking, without the corporate baggage. Based in Caversham, Reading, Berkshire and serving clients both locally and across the UK, we exist to make good advice genuinely accessible.
Why Choose Us
Most mortgage brokers focus on finding you a product. We focus on finding you the right mortgage for your circumstances. David’s background in financial services and law goes well beyond mortgages – it covers pensions, protection, estate planning and the remediation of advice that fell short elsewhere. That depth of experience shapes every client conversation. We take the time to understand your full financial picture, not just the transaction in front of us. We are independent and straightforward, and David is directly authorised and regulated by the FCA. With Templar, you have someone on your side who has spent a career getting advice right.
Our Values and Approach
We believe advice should be clear, honest and genuinely tailored to the person receiving it. At Templar Mortgages, Caversham, we do not rush decisions or push products that do not fit. We listen first, ask the right questions and explain your options in plain English – no jargon, no pressure. Every recommendation we make is tested against one straightforward question: is this the right outcome for you? A mortgage sits alongside some of the biggest decisions you will ever make. We treat them that way, and we treat every client as an individual.
David Robinson – Mortgage Adviser, Templar Mortgages
David Robinson has worked in UK financial services since 1998, building a career that spans pensions, estate planning as well as mortgages and protection. He holds a BA (Hons) in Business Economics from the University of Liverpool and a comprehensive set of professional qualifications, including CeMAP, the Financial Planning Certificate (Parts 1, 2 and 3), CII CF9 in Pensions Simplification, and modules from the Pensions Management Institute.
Much of David’s career has been spent working with some of the UK’s largest financial institutions – among them Prudential, Barclays, The Bank of England, HBOS and Equitable Life – reviewing and remediating financial advice to ensure customers received the right outcomes. That background sets him apart from high street mortgage advisers: he knows what good advice looks like, and equally, what it looks like when it falls short.
Templar Mortgages is the name under which David brings that level of expertise directly to clients in Reading, Caversham and across the UK. For David, mortgages and protection are not transactional they sit alongside wills, trusts and long-term planning as some of the most important financial decisions a person will make, and they deserve the same careful, considered approach.
