About the MD of Templegate Financial Planning
Mark Bastable is an Independent Financial Adviser who provides individual and corporate clients with expert investment advice and holistic financial planning solutions. Primarily working in Hampshire, Berkshire and Wiltshire he serves a loyal and broad client base stretching across the UK.
Mark’s ethos is to provide clients with clear, unbiased, financial advice with a special focus on investment portfolios, Inheritance Tax reduction, retirement and pre-retirement planning.
A key part of his proposition is that he offers whole of market advice and is not tied to particular products or providers, so he can always offer the widest range of products and services available.
Mark’s 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 as he doesn’t believe in ‘one size fits all’, whether clients are simply saving for school fees or growing and protecting their wealth. He knows that managing investments in today’s changing world can be complicated and time consuming so this service gives his clients great peace of mind.
Continuity is another important element, so a key part of his service is regular financial and investment reviews, so clients can remain confident that the solutions they have in place continue to match their ongoing or changing needs.
All potential clients can expect a no-obligation initial consultation at Mark’s cost. This involves a face to face meeting, or pre-booked telephone call, where Mark gains an understanding of their circumstances, priorities and objectives.
In some cases, this will lead to a full wealth or financial strategy, planning for the future and preparing for the foreseen and unexpected in equal measure. For others, it might involve ad-hoc advice around life assurance, mortgages or care home fees. But all clients, big or small, will enjoy the same level of attention and support.
Mark has worked towards the highest professional standards, so as well as being an Independent Financial Adviser he undergoes continual professional development to ensure his knowledge is always up to date.
Mark lives in Hampshire with his partner and two dogs and when he’s not helping people with their finances, can often be found ‘making shapes on the dance floor’ as he is an accomplished Ceroc dancer. He is also known by his friends to be a snappy dresser, a keen cyclist and an intrepid traveller – if and when he gets the chance!
Templegate covers the cost of the initial consultation.
What to Do If You Have A Complaint: If you wish to register a complaint, please write to 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ or telephone 0113 3021369. You may also be able to refer your complaint to the Financial Ombudsman Service. Their contact details are: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567. http://www.financial-ombudsman.org.uk
Templegate Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. 2plan wealth management Ltd is entered on the Financial Services Register under reference 461598. The FCA do not regulate will writing services or some forms of mortgages and Inheritance Tax planning. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. Templegate Financial Planning Ltd. Registered Office: Winton House, Winton Square, Basingstoke, Hampshire, RG21 8EN Registered in England No. 04416499.