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, cyclist, paramotor pilot, intrepid traveller, all 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

Do not 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 advised my wife and I through the process of buying our first house and setting up a private pension and ISA. Mark helpfully talked through the pros and cons of every decision we made, and we felt confident that he was giving us the impartial advice we needed. We were unaware of the complexities involved in everything, and Mark helped us navigate it with confidence."

    Dom Harrington

    A client since 2022

    Basingstoke

    16/02/2023

    "Mark very quickly ascertained what was required for us and our financial status. He listens to you and is easy to talk to. His expertise gives you confidence you are in good hands. We required Equity Release. Mark soon found and organised a product that fitted the bill. He helped us at every step, and left nothing to chance. Excellent service. We will be using his services again next year for other financial matters. "

    Gill Payne

    A client since 2023

    Andover

    08/05/2023

    "My husband and I have used Mark Bastable at Templegate Financial Planning for over 16 years, beginning when we started a family. We have benefitted from advice and assistance in remortgaging, life insurance, critical illness cover, and setting up trusts. Mark's advice is always balanced and helpful, and we will continue to use him."

    Lindsay McCormack

    A client since 2007

    Witney

    15/05/2023

    "Mark has advised and provided financial support to me and my wife for many years. He has advised us about pensions, life cover, critical illness cover, stocks and shares, savings advise and income protection. Our latest and very important financial advice has been on my pension drawdown which Mark has handled with the upmost professionalism and now I find that I am in a comfortable position. He has talked us through the pros and cons of any decision that we have made and always thoroughly researches the best outcomes for us. We have found him to be very knowledgeable, highly qualified, and reasonably priced for his services that he has offered us and would not hesitate to recommend him to our family and friends. Undoubtedly, we would not have the safe financial future that we now have without his significant financial advice."

    Dave Harman

    A client since 2008

    Basingstoke

    15/06/2023

    "Mark has been our trusted adviser for many years and we have no hesitation in recommending him. Following his advice, we have moved our ISA portfolio to a different provider to get a better deal and bought into AIM shares to reduce our IHT liability. "

    Margaret Garrod

    A client since 2015

    Fleet

    16/06/2023

    "My wife and I met Mark through a recommendation which came highly and didn’t disappoint. He went through our investments and finances in detail and helped us to understand so much more of what we had, our potential liabilities (present and future) and offered rounded and balanced advice. He highlighted and explained issues we would never have previously been aware of, whilst offering various solutions throughout. We both sort of shut down when talking financial planning, but Mark managed to keep it clear, fresh and understandable. He was also adept at recognising when our brains had reached their limits. His knowledge is extensive and thorough, as he helped us with ISAs, property, IHT and more. He also has a range of professional contacts who can advise more on subjects not covered by his expertise. Mark is a very professional, helpful, and likeable guy who has proved to us his integrity and desire to help is his overriding raison d’être. "

    Pete & Amy Shaw

    A client since 2023

    Stockbridge

    02/08/2023

    "Mark has assisted with our pension investments for a number of years now and we're always reassured that we're in safe hands! In the ever-changing world of pensions, regulations, market fluctuations etc., we value his advice and expertise in ensuring our money remains safe whilst making some growth based on our attitude to risk and future goals. We wouldn't hesitate in recommending Mark to friends and family."

    Sue and Tom Burnip

    A client since 2023

    Andover

    14/09/2023

    "Mark provided advice during a recent redundancy. He helped me to estimate my current and future financial needs, then presented solutions that provided me with income and security. His clear and pragmatic advice helped me through a challenging situation. "

    Alison Edgington

    A client since 2023

    Wareham

    13/11/2023

    "Mark is very good at presenting advice in a way which is easily understood, using visual aids to support this. He is very knowledgeable, friendly, and takes time to explain things, giving plenty of opportunities to ask questions to ensure I understand."

    Alex Enright

    A client since 2023

    Andover

    15/12/2023

    Reviews and Ratings for Financial adviser Mark Bastable, Salisbury