FAQs

Templegate Financial Planning Ltd has one Independent adviser and one Restricted adviser at the moment, giving our clients' the best of both worlds.

Generally, we will respond to a call or email within 12 hours. The exception is if both advisers are on holiday at the same time, which is a rarity.

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.

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 or workplace during the day, at a time to suit you.

We’ll meet you face-to-face, over the phone or via web-based video conferencing. There will often be an amount of postal correspondence, but we try to use email as much as possible.

Helping you plan for today, tomorrow and the unexpected

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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

Basingstoke

08/11/2021

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

Josh Hern

A client since 2022

Basingstoke

23/07/2022

"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

10/08/2022

"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

Andover

22/07/2022

"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."

Anonymous

A client since 2022

Basingstoke

11/08/2022

Reviews and Ratings for Financial adviser Mark Bastable, Salisbury