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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"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

"Mark always explains in simple language the reasons for his recommendations and the investment objectives. We have confidence in his advice and have recommended his services to others."

David Bull

A client since 2014

Yateley

30/01/2019

"Mark has been my financial adviser for over 20 years. I wanted to start thinking about my long-term future when I had children. Mark listened to what we wanted to achieve, discussed and explained our options and supported us to implement our choices. Over the long term, we are in a much better place financially."

Jo Greenfield

A client since 2000

Basingstoke

30/01/2019

"Due to poor health, I decided to retire at 58 and asked Mark to develop my retirement plan. Mark provided a number of options for my retirement, and after discussing these with Mark we decided on and implemented the preferred course of action. "

Steve Smith

A client since 2017

Andover

30/01/2019

"I was looking for pensions advice and Mark was recommended to me by a friend. His advice was clear and informative; I have very little understanding of financial jargon and he was very patient and answered all my questions. He kept me informed of progress along the way and explained the best way to manage my pensions; which ones to leave as is, and which ones to transfer to a better scheme. I will certainly use him for any further financial advice in the future."

Stewart Coombs

A client since 2018

Andover

18/12/2018

"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 is really professional and took the time to thoroughly understand my financial position before advising me on my pension investments. In a complicated market I was grateful for the guidance."

Lisa Walsh

A client since 2016

Andover

01/04/2019

"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

Reviews and Ratings for Financial adviser Mark Bastable, Salisbury