Equity release

Equity Release Advice

At Templegate Financial Planning, we offer equity release services to our clients in Andover, giving you complete control over the entire process. We will work with you to help you decide whether equity release is the right option for you, and from there can give you the sound financial advice that we have become renowned for. Whatever your circumstances, our team will work to deliver bespoke and completely personalised advice to you to make sure that you get the best financial services, tailored completely to you.

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Equity release is a way of taking equity from your home using a lifetime mortgage. It can be an effective way to release funds to pay for care in later life, or to adapt your home so that it’s suitable for home care. The funds can also be used as a way to gift money to your children. It can even be a way of increasing your income, so that funds are released annually over time, instead of in one lump sum.

This form of lending is most suitable for those over 65, however, it’s possible to do this if you are over 55. It is important to understand that these are lifetime mortgages. To understand their features and risks, you will need to have a personalised illustration. We have access to the whole of the market and provide unbiased advice, even if the best thing for you is to downsize to release equity. To discuss your plans and whether equity release is suitable for you, please get in touch.

We cannot wait to start working with you on your equity release, whether you know exactly what you are looking for or not. We have worked with countless clients in Andover and the surrounding areas and understand that when it comes to equity release, your concerns come first. Get in touch with us to find out more about bespoke, personalised advice on equity release in Andover.

Get in Touch

Contact the team at Templegate Financial Planning today to find out more about the equity release advice services that we offer in Andover. We are always more than happy to help with the full range of questions that you might have, so whether you are over 65 or over 55, be sure to check with our team of experienced financial advisors whether equity release is right for you.

Call 01264 300 125 or email enquiries@templegatefinancial.co.uk as soon as possible. The team at Templegate Financial Planning are here to help with the full range of concerns and queries regarding equity release in Andover.

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Please note your home may be repossessed if you do not keep up repayments on your mortgage.

Templegate Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register under reference 216855. Registered Office: Leyswood, Wildhern, SP11 0JE. Registered in England No. 04416499.


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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



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

Josh Hern

A client since 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


"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



"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."


A client since 2022



Reviews and Ratings for Financial adviser Mark Bastable, Salisbury