Testimonials from satisfied Templegate customers
I have used Mark for over 15 years, he is always available and explains financial matters in a logical manner. He has helped me on many topics, I would recommend Mark as an IFA, as his approach is ethical and non pressured.
Ken from Basingstoke.
A good and trustworthy Financial Advisor. There are now many IFAs about and finding one in whom you can trust can sometimes be a bit of a daunting challenge. Mark at Templegate is that person!
Raphael from Basingstoke.
Mark at Templegate has been giving me financial advice for longer than I care to remember! I've always received excellent advice but have never felt pressured to act on it. Mark has tirelessly explained complicated issues (sometimes several times) to make sure I understand what I am signing up to which I think is important, especially when it comes to money. He is easy to contact and can be relied upon to liaise with third parties and generally look after you interests. I don't hesitate to recommend him.
Helen from Farnham.
Mark has provided excellent no-nonsense advice to me for many years. He is always available - no waiting on phones listening to music - and he will deal with solicitors and other 3rd parties on your behalf. He will not pressurise you in any way if you feel that you only wish to utilise part of his advice - or put off implementing his advice for a period of time (years in my case!) and you will not get any hassle! Geographical location is also not a problem as I have moved out of the area and still use Mark for financial advice, mortgages etc. I would highly recommend him.
Charles from Grantham.
I initially contacted Mark at Templegate as I was concerned that my pensions may not be going to give me the returns I expected. In the first instance Mark asked me to send the pension details and then set up a meeting to suit my diary. When I visited him at his office, I was immediately impressed with the way that he described in 'layman' terms both the implications and advantages of switching the pensions. All in all, a very professional and knowledgeable company and I wouldn't hesitate in recommending them.
Stephen from Basingstoke.
We offer a free initial consultation, without obligation.
255 Old Worting Road, Basingstoke, Hampshire RG22 6NX
Tel: 0845 833 8837 (local rate) or 01256 830085
Fax: 0845 833 8311
Email: info@templegatefinancial.co.uk
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.