About Templegate Financial Planning

Mark Bastable, is an Independent Financial Planner/Advisor at Templegate and has been looking after the financial interest of clients in Hampshire, Berkshire and Surrey since 1991. Based in Vernham Dean, just north of Andover, but most of his clients are spread across the Home Counties and West London. He usually travels to visit clients at their home or place of work.

The Templegate holistic advice service covering Investments, pre, at, and post Retirement Planning, Life Assurance, Critical Illness cover, Income Protection, Inheritance Tax Mitigation, Mortgages and Equity Release. However, if you are only interested in one area he is happy to focus on that only.

Sometimes clients ask for advice on areas that not covered i.e. Accounting and Legal Services. In these circumstances they are introduced to carefully selected and trusted colleagues.

Our aim is to provide clients with the best and most appropriate advice at all times.

Our advice is chargeable by fee, commission or a combination of both.

The initial consultation is covered by Templegate.

Templegate Financial Planning Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority. Sage Financial Services is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452. The FSA do not regulate will writing services or some forms of mortgages and inheritance tax planning. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. Templegate Financial Planning Ltd. Registered Office: Winton House, Winton Square, Basingstoke, Hampshire, RG21 8EN Registered in England No. 04416499.