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 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 2023

    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

    "My wife and I met with Mark to discuss Equity Release. From the outset Mark was professional in his approach and put us at ease. The advice he gave was clear and concise and he explained our options in detail and in a manner that was easy to understand. "

    Martin & Sharon Reed

    A client since 2024

    Andover

    26/04/2024

    "1. What were the circumstances that caused you to initially look for an adviser? I wanted a good income protection plan. 2. How has Mark Bastable helped you? He helped me get some income protection plans with great price. 3. Have you seen the outcome you were hoping for? Yes. 4. In what circumstances would you recommend Mark to a family member, friend or colleague? I would consider recommending them to anyone who expressed a need to speak to an adviser. 5. Did you read reviews of your adviser on VouchedFor.co.uk before becoming a client? No, I didn't read reviews. 6. Has Mark asked you to refer / recommend them to people you know? No 7. How were your circumstances discussed as part of the process? They listened to my circumstances, and I felt they fully understood them. 8. How comfortable did you feel discussing sensitive personal information through the process? I felt quite comfortable. 9. How confident are you that Mark found you the most suitable insurance / protection policy for you? Confident. 10. How confident are you that you understand the impact of your circumstances on your policy? I have some understanding of how my circumstances impact the premium and/or exclusions on my policy. 11. How did Mark and their firm earn money from working with you? They earn commission on the policy from the provider, which does not impact the premium. 12. Would you still be able to make a claim on your insurance if you don’t keep up your payments? No. 13. Do you have a policy that provides a payment if you were to pass away (Life Insurance policy)? Yes, taken out privately. 14. Do you have a policy that provides a lump sum if you are diagnosed with a life changing illness? (Critical Illness Cover) Yes, taken out privately. 15. Do you have a policy that provides an income if you are off sick? (Income Protection policy) Yes, taken out through Mark and/or their firm. 16. When would you next prefer to review your protection needs? Not sure. 17. How would you prefer to kick-off the next review of your protection needs? I would prefer my protection adviser to contact me. 18. Did you ever have to chase the adviser or their team to get things done through the process? Never. 19. How responsive was the adviser / their team? Very responsive. 20. How easy was it to share documents with your adviser / their team? Very easy 21. How do you engage with the correspondence you receive from Mark and/or their firm? I quickly look for the most important parts. 22. How clear is the correspondence you receive from Mark and/or their firm? Clear. "

    Hafeez Owonifari

    A client since 2024

    Andover

    01/05/2024

    "1. What were the circumstances that caused you to initially look for an adviser? In 2015 we wanted to find and advisor who we could trust to give good independent advice to safeguard our investments. 2. How has Mark Bastable helped you? We have remained with Mark since 2015 which should indicate the trust and confidence that we have continued to place in his advice. Mark is always approachable and is always prepared to spend time on research before giving appropriate advice. 3. Have you seen the outcome you were hoping for? We are investing for the long term and to date our investments have shown that we are in safe hands. 4. What could they have done better? Nothing "

    Derek Binks

    A client since 2015

    Andover

    16/05/2024

    "My wife and I have used the services of Mark for many years. We have always found him to be completely honest and trustworthy and he has guided us professionally with any requests that we have made. His advice is always thorough and he has helped us to make sound investments and plan for our retirement. We would definitely recommend Mark."

    Dave Harman

    A client since 2008

    Basingtoke

    27/06/2024

    Reviews and Ratings for Financial adviser Mark Bastable, Salisbury