About Mark

Financial Adviser and Managing Director

Professionally

I am an Independent Financial Adviser providing individuals and corporate clients with expert investment and independent financial advice. I serve a loyal and broad client base located across Andover, Newbury, Winchester, Marlborough, Salisbury and everywhere in between.

I am supported by an expert team at 2plan wealth management, which is a financial services company providing compliance, research and administrative support. This enables me to focus on servicing my clients’ needs. My ethos is to provide clients with clear, unbiased, financial advice with a special focus on investment portfolios, Inheritance Tax (IHT) reduction, retirement and pre-retirement planning.

Very importantly, I provide truly independent advice; this means that I’m not tied to particular products or providers, so I can always offer the widest range of products and services available. My investment service provides solutions to all of the major financial challenges in life and is built on an understanding of each client. No two financial plans are ever the same, and I don’t believe in ‘one-size-fits-all’. Whether you’re saving for school fees, or growing and protecting your wealth, I know that managing investments in today’s changing world can be complicated and time-consuming, so this service gives my clients great peace of mind.

Continuity is another important element, so a key part of my service is regular financial and investment reviews. This enables my clients to remain confident that their financial plans continue to match their ongoing and changing needs. I work towards the highest professional standards. As well as being an Independent Financial Adviser (IFA), I undertake continual professional development to ensure my knowledge is always up to date.

I live in Hampshire with my wife and two dogs. When I’m not helping people with their finances, I can often be found ‘making shapes on the dance floor’ as a Ceroc dancer or on stage as part of a musical theatre group. I’m also known by my friends to be a snappy dresser, a keen cyclist and an intrepid traveller – when I get the chance!

Personally

Likes:

Dislikes:

  • Slow responses
  • Spam emails
  • Indifference
  • Mobile speed cameras
  • Any plants with thorns – they attack me!
  • Potholes
  • Diets

Credentials

Don’t do business with a financial planner, financial adviser or investment adviser, or broker without first verifying their credentials. Mark’s credentials can be viewed below.

  • SPS: A Statement of Professional Standing is a requirement for practicing retail investment advisers. It confirms that Mark has:
    • Successfully completed an FCA approved Level 4 qualification, such as the Diploma for Financial Advisers (DipFA®)
    • Completed annual CPD that meets FCA requirements
    • Acted in accordance with FCA fit and proper standards and our Code of Ethics
    • An appropriate CF30 Active status on the FCA register

    Click here to view Mark’s SPS

  • FCA Register: The Financial Services Register is a public record that shows details of firms, individuals and other bodies that are, or have been, regulated by the Financial Conduct Authority (FCA) or Prudential Regulation Authority (PRA). You can search the Register to find out whether a firm you plan to do business with is authorised by the FCA or PRA, or is exempt. Click here to see Templegate Financial Planning’s listing on the FCA Register.

Mark in the spotlight

  • On an ideal weekend, you can find me:

    "In the countryside on my bike, or having a meal with friends."

  • My favourite holiday destination is:

    "Africa."

  • My favourite song to play in the car is:

    "Always look on the bright side of life."

  • The first album I bought was:

    "Boney M, Love for Sale."

  • If I could be any fictional character, I would be:

    "The ultimate, Superman."

  • My pet peeve is:

    "People eating popcorn or similar at the cinema during the film."

  • The best gift I’ve ever received is:

    "Meeting my wife."

  • The three people at my dream dinner party would be:

    "Billy Connolly, Lee Evans & Julia Roberts."

  • The three small things that make my day better are:

    "IT working, arriving on time, no stress."

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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 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

"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."

Lew Fost

A client since 2015

Basingstoke

20/04/2020

"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."

Chris & Rachel Holland

A client since 2005

Bramley

01/05/2020

"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."

Derek Binks

A client since 2015

Andover

06/05/2020

"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. "

Peter Ansell

A client since 2004

Basingstoke

19/05/2020

"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. "

Mel Stewart

A client since 2008

Basingstoke

25/08/2020

Reviews and Ratings for Financial adviser Mark Bastable, Salisbury