Equity release

Equity Release Advice

At Templegate Financial Planning, we offer equity release advice to clients across Hampshire, Wiltshire, and Berkshire. Most reside in Andover, Salisbury, Newbury, Basingstoke and the surrrounding areas. 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, tailored to your individual needs.

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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.

[Get in Touch with Templegate Financial Planning Today]

This form of lending is more suitable for those over age 65, however it is possible to do this if you are over age 55. It is important to understand that these are lifetime mortgages. To understand their features and risks, you will need to have a personal illustration.

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: 46 East Street, Andover. SP10 1ES. Registered in England No. 04416499.

 

 

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    "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

    "We were looking to do Equity Release initially, this requiring specialist advice. As we were progressing with this process, we realised that Mark could offer us professional advice in other financial areas. Mark was able to guide us through the Equity Release process with success. I have just bought a lifetime annuity with Mark’s help. He explained everything simply but thoroughly, handled all the forms and “bumpf”, and was able to get me a good deal. Along the way he has given us ideas as to investments and savings which we will action in the future with his help. We had an excellent result re the Equity Release, and I am very happy with the pension deal. Nothing. He knows his stuff."

    Gill Payne

    A client since 2024

    Andover

    22/02/2024

    "I have found Mark at Templegate to be open, honest and really helpful. Mark has provided pension and ISA advice primarily although our informal discussions have included tax and wider investment choices. I’m looking forward to working with Mark over the coming years. He has been clear and open regarding fees and products and flexible around meetings either in person or over the phone. "

    Steve Brown

    A client since 2024

    Andover

    15/03/2024

    "My wife and I had reached a certain age and were at a point in life when we felt we needed a guiding hand to manage the financial options for our future. Mark gave us candid advice in a simple and straightforward manner that we could understand. It helped us make the decisions we had long been postponing, for which we were extremely grateful."

    Alistair Work

    A client since 2024

    Andover

    20/03/2024

    Reviews and Ratings for Financial adviser Mark Bastable, Salisbury