FAQs
Yes we are!
Templegate works on behalf of, and with our clients, to ensure the best outcome is achieved for them.
Generally, we will respond to a call or email within 12 hours. The exception is if an adviser is on holiday.
In the unlikely event of us being unable to continue advising clients, there are contingency plans in place to ensure the smooth transition of clients to an alternative adviser. For short-term emergencies, we have a locum adviser who will step in.
All potential clients can expect an initial appraisal where we will seek to understand your circumstances, priorities and objectives. This involves a face-to-face meeting or pre-booked telephone call. This stage of the process is carried out without charge or obligation.
In some cases, this will lead to a full wealth or financial strategy review, planning for the future and preparing for the foreseen and unexpected in equal measure. For others, they may simply require ad-hoc advice.
We offer a variety of fee structures which include fixed fees, a percentage of monies invested, or an hourly rate. The fee structure would be agreed with you before any work is undertaken. Details can be found on our About Us page.
We’ll discuss what has motivated you to seek financial advice. More importantly, we’ll have a detailed conversation about your life goals and objectives, and how these apply to your financial goals. Where we are considering your investment needs, we’ll discuss your attitude to investing and the level of risk you can afford to take. From this discussion, we’ll develop a financial plan which will help you to achieve your goals.
We’re happy to meet at your home, our office, online, or at your workplace.
We’ll meet you face-to-face, over the phone or via web-based video conferencing.
Most written correspondence is provided via our client portal, although this can still be done via paper.
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!!
