Providing independent financial advice to clients in Andover, Newbury, Winchester, Marlborough, Salisbury and the surrounding areas

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Advising clients since 1991, who are either working, retiring or in retirement

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Helping you plan for today, tomorrow and the unexpected

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About us

Providing clear, independent and unbiased financial advice.

We are a Financial Advice firm which has been providing individuals and corporate clients with expert financial advice for some time. Supported by an expert team, we serve a loyal and broad client base across Hampshire, Wiltshire, Berkshire and Surrey.

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Your journey

The first step is to find out how your journey might look!

We’ll discuss your financial objectives and goals, uncovering your priorities and timelines for achieving them. Where we are considering your investment needs, we’ll discuss your attitude and experience of investing, as well as the level of risk you can afford to take.

Armed with the information we have from the ‘discover’ stage, we will create a plan which aims to achieve your financial goals.

We’ll investigate which products will be most suitable for your needs. At this point, we will agree on the initial and ongoing fees required to deliver your plan.

We recommend and implement your strategy after explaining it to you.

We will assist in the completion of any relevant paperwork, ensuring the documentation is processed as quickly and efficiently as possible.

We build long-lasting trusted business relationships with all of our clients.

Whilst optional, we recommend that you continue to work with us to review your investment and pension planning on a regular basis, to ensure that they match your changing goals and objectives.

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"I retired recently from many years working for HM Government, and thought long about the most prudent way to invest money from my pension lump sum. My attitude to risk has always erred on the side of caution, driven in no small part by horror stories of scams and the gullibility of others. My partner has invested in ISAs and share portfolios under guidance from Mark Bastable of Templegate, and so I met with Mark to explore options. I found Mark to be very personable, patient and professional in his approach to understand my concerns, Mark took the time to clarify aspects of my investment that were unclear to me. I decided to act similarly to my partner and invested in an ISA and a share portfolio; its early days yet but I look forward to meeting with Mark in future to review positive progress."

Maurice Bardsley

A client since 2019

Woking

16/12/2019

"Mark has been my adviser for 12 years now. He has continued to give good advice which is pertinent to my situation even though it has not been beneficial to him. I wish GPs and other professionals would be so willing to give advice! "

Veronica Tyrrell

A client since 2007

Worcester

03/09/2019

"Having retired last June I needed Mark’s expertise on my best options and as usual he gave the best advice and guidance. We have used Mark as our financial adviser for more years than I can even think about. We trust him 100%."

Ken Bowden

A client since 1991

Basingstoke

01/05/2019

"Mark has been advising me on my pension investment since 2018, A professional service which inspires confidence with good advice regarding investment benefits, shortfalls and future expectations, I have seen positive investment performance, Mark is a friendly and patient person whom you feel you can trust and all is in hand."

Stewart Coombs

A client since 2018

Basingstoke

23/09/2019

"I contacted Mark because I needed Pension advice. After meeting with me and understanding my attitude to Risk Mark advised me on investing my 'Pension Pot'. The following year my attitude to risk had changed, I'm a bit closer to retirement age. Mark met with me and talked through the new investment plan he was advising me to move to. He took the time to talk through the potential benefits and risks of each part of the new plan. Mark also advised me of my options for when I decide to use my Pension savings. Some options I wasn't previously aware of. During our meetings I haven't felt rushed. I've felt comfortable asking questions that I felt would be common knowledge and that I should already know the answers to."

Roz Phillips

A client since 2017

Andover

17/01/2020

"Mark, has for many years provided us with sound financial advice with regard to investments into ISAs and personal pensions. I have no hesitation in recommending him to others."

Margaret Garrod

A client since 2005

Fleet

23/03/2020

Reviews and Ratings for Financial adviser Mark Bastable, Salisbury