About Mark

Financial Adviser and Managing Director

About Mark

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 dogs. When I’m not helping people with their finances, I can often be found ‘making shapes on the dance floor’ as a Modern Jive or Ballroom 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! I recently became involved in the sport of Paramotoring as a pilot, which involves running across a field with an engine and propeller strapped to my back, and a parachute/wing above me – eventually I take off!

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 (DipPFS®)
    • 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."

Helping you plan for today, tomorrow and the unexpected

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"Mark has provided long term investment advice for my wife and I for a number of years. Our annual review takes a detailed look at our ongoing financial goals, changes to our financial position and any changes to our risk profile to ensure that our investments continue to meet our needs. Mark explains the investment evaluation process in simple terms to ensure we are comfortable with the choices we make. There is no pressure as all the decisions are ours. We are happy to continue using Mark as our adviser."

David Bull

A client since 2021

Basingstoke

08/11/2021

"Mark was very helpful with helping me aquire income protection insurance. Will definitely be using his services again. "

Josh Hern

A client since 2022

Basingstoke

23/07/2022

"Mark has advised me for a number of years and recently helped with my pension. His advice on this area was clear and importantly he helped to use understandable language when explaining the various options that were availble to me. Everything was completed in a timely manner and going forward I feel in good hands for my financial needs and advice."

Joe Allnutt

A client since 2009

St Mary Bourne

10/08/2022

"Mark has provided excellent financial advice to my wife and I over the last 7 years. The decisions we make are well explained and always in our best interest based on our detailed discussions. Mark prides himself on knowing our long term financial goals and as such can always explain the best course of action. I go to Mark when making any significant financial decision as I feel comfortable he will listen and advise accordingly. The benefit of Mark’s good financial advice and planning helps give security and confidence for our future."

Andy Winnett

A client since 2014

Andover

22/07/2022

"Thanks for the advice about transferring my pension, which is now paying a monthly sum into my bank account. After checking on the Unbiased platform and FCA website before going ahead, we had a couple of face to face meetings to explain the process, and after listening to what I wanted to achieve, you advised me of the best way forward. I am very pleased to say that I am happy with the advice and work you carried out for me and would recommend you."

Anonymous

A client since 2022

Basingstoke

11/08/2022

Reviews and Ratings for Financial adviser Mark Bastable, Salisbury