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.
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.
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.
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.
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.
I have been investing via Mark for 5 years. During that time Mark has provided advice whenever needed, as well as a thorough review once a year. He has been particularly helpful during the present crisis and has been available quickly by phone and email.
Mark Bastable has provided us with independent personal financial advice since approximately 2005 and has never failed to offer fair, thought through and balanced, opinion supported by well researched and accurate information and data. Beyond the quality and competency of his work I would fully recommend Mark to anyone who values the qualities of honesty, integrity, reliability and trust.
My wife and I have been receiving advice on investments from Mark for 5 years which he reviews on a yearly basis recommending adjustments when required. The subsequent performance has always been in line with expectations. We find Mark to be professional,open,honest and is always prepared to offer clear and understandable explanations. Even in this present difficult climate we retain faith in his advice.
Mark Bastable of Templegate has advised me on financial matters since 2004, initially for pension related issues and then savings. The pension advice has proved to be very advantageous to me and the savings have achieved the goals that I requested. I continue to use this service because I feel I can trust that Mark will always offer advice that is in my best interests.
Mark Bastable has been offering regular general financial advice to my husband and myself for about 12 years. He has guided our investment bonds; ISAs, savings accounts and general financial well-being, including advice on inheritance tax which generated a substantial amount of unexpected additional inheritance! We have found Mark’s advice to be clear ( we are not financial experts), well evidenced and honest. Mark is personable, approachable and always professional; we have never yet had a reason to doubt the integrity of his advice.
Helping you plan for today, tomorrow and the unexpected.To book a no-obligation consultation, contact us or complete the form below.
