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:
- Long distance cycling
- Swimming
- Films, TV & theatre
- Friends
- Good food
- Amateur dramatics and musical theatre
- Paramotoring
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
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On an ideal weekend, you can find me:
"In the countryside on my bike, or having a meal with friends."
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My favourite holiday destination is:
"Africa."
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My favourite song to play in the car is:
"Always look on the bright side of life."
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The first album I bought was:
"Boney M, Love for Sale."
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If I could be any fictional character, I would be:
"The ultimate, Superman."
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My pet peeve is:
"People eating popcorn or similar at the cinema during the film."
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The best gift I’ve ever received is:
"Meeting my wife."
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The three people at my dream dinner party would be:
"Billy Connolly, Lee Evans & Julia Roberts."
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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’s advice to us as first-time buyers was invaluable. He was friendly, professional, always contactable and extremely efficient, providing advice about suitable mortgages, solicitor recommendations and life insurance policies. Would highly recommend!
I have known Mark for many years now. Throughout he has been trustworthy and very patient with my questions. Over the years my needs have changed but I can still rely on Mark to find the right product for me. I am very happy with his services.
What could Mark have done better? Can’t think of anything. What were the circumstances that caused you to initially look for an adviser? When I left a corporate company and needed to organise a private pension. How has Mark helped you? In every aspect of my private pension and savings. Have you seen the outcome you were hoping for? Yes absolutely. I would have made some bad choices without Mark’s advice
Mark has provided us with financial advice for many years with particular focus on pensions, ISAs and reducing our inheritance tax liability. We have no hesitation in recommending him.
Mark has been our financial adviser for several years and continues to offer an excellent level of guidance and support. Specifically, he has helped with mortgage and investment advice taking into consideration our long term retirement objectives. We continue to use Mark's services as he understands our financial circumstances and explains how best to achieve our future goals. The advice Mark provides continues to keep us informed and we feel he is always looking at the best strategies to help our investment grow.
I contacted Mark for advice for the best use of an inheritance and my retirement plans. Mark was very informative and explained my options clearly and thoroughly. He responds quickly to any questions and is very customer focused.
Rating & Summary: Overall 5* Advice 5* Service 5* Value 5* What could they have done better? We have been very satisfied with Mark & Templegate Financial Planning's advice so far and thus from our knowledge we cannot really point to any suggestions or improvements What were the circumstances that caused you to initially look for an adviser? Originally we took the opportunity of using Mark sometime ago to re-mortgage and invest some money which worked very well so later on when looking at forthcoming pensions and retirement in general Mark was a natural choice. How has Mark Bastable helped you? Mark has advised us on several Pensions and also our financial position for some time now and will do for the foreseeable future in trying to achieve the best balance for our retirement planning Have you seen the outcome you were hoping for? Mark had evaluated our positions and future aspirations before coming back with advice that should improve further on earlier investments going forward which is something very reassuring.
I highly recommend Mark Bastable. After a detailed Financial Review, he patiently explained my pension options and advised me on tax and inheritance implications. All my emails were promptly addressed, and his responses were clear and easy to understand.
I have been using Templegate Financial Planning Ltd for investment and pension advice many years. They have just advised and moved several pensions into a drawdown account for me, all the years working and paying pensions are now coming to fruition. There was a lot of research and work in moving the pensions over, Templegate kept me informed and guided me through all the documents needed. The use of a secure portal was used for for all the communiction, so I felt safe throughout the whole process. I trust the advice and impatiality of Templegate Financial Planning Ltd and will continue using their services into the future. Would we recommend using the services of Templegate Financial Planning Ltd? An unreservedly big Yes!!
