Homepage PhotoTestimonials Templegate has received from clients within the last six months.

Mark Bastable has been our financial adviser for more than 10 years; during this time we have received regular advice on personal finances and most recently on company pensions.

Mark offers fair and balanced financial advice which he takes care to deliver in a clear and easily understood manner; he has demonstrated on many occasions that he has maintained a detailed and current knowledge of his portfolio – if he is not sure he does not bluff but checks his information before completing his advice on a later date.  We believe Mark has integrity and honesty; he can be trusted to deliver the best possible financial advice.  As a financial adviser he takes great care to explain the risks associated with each course of action.  We have never had any reason to regret taking the advice provided; we hope Mark will continue to be our financial adviser for many years to come.

I commend Mark Bastable to his employers and would strongly recommend his services to anyone who seeks honest and balanced financial advice.

Chris & Rachel Holland, Bramley: Pension transfer 28/10/2017.

Mr Mark Bastable has provided my wife and I with advice regarding ISA’s and an open ended investment policy. The advice was clear, concise and displayed in an easy to understand format using the Templegate System. He then setup the policies accordingly.

He has always been very courteous and considerate and we would have no hesitation recommending him in the future.

We also look forward to his help and advice in the future.

Steve Hough, Andover. Business type: Investments 15/05/2017.

My wife and I have used Mark’s services for 2 years in regard to ISA investments. We have found him to be efficient, trustworthy and helpful. He provides a service that is clear and easy to understand.

Derek Binks, Andover. Business type: Investments 03/05/2017.

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 Templegate Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. 2plan wealth management Ltd is entered on the Financial Services Register under reference 461598. The FCA 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.