FAQs

Whilst Templegate Financial Planning Ltd are not independent at the moment, Mark, our MD is, giving our clients' the best of both worlds.

Generally, we will respond to a call or email within 12 hours. The exception is if Mark is on holiday, in which case you will be informed of his return and in the case of an emergency, given an alternative contact.

In the unlikely event of Mark 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, Mark has 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.

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"Mark Bastable has provided us with independent personal financial advice since approximately 2005 and has never failed to offer fair, thought through and balanced, opinion supported by well researched and accurate information and data. Beyond the quality and competency of his work I would fully recommend Mark to anyone who values the qualities of honesty, integrity, reliability and trust."

Chris & Rachel Holland

A client since 2005

Bramley

01/05/2020

"My wife and I have been receiving advice on investments from Mark for 5 years which he reviews on a yearly basis recommending adjustments when required. The subsequent performance has always been in line with expectations. We find Mark to be professional,open,honest and is always prepared to offer clear and understandable explanations. Even in this present difficult climate we retain faith in his advice."

Derek Binks

A client since 2015

Andover

06/05/2020

"Mark Bastable of Templegate has advised me on financial matters since 2004, initially for pension related issues and then savings. The pension advice has proved to be very advantageous to me and the savings have achieved the goals that I requested. I continue to use this service because I feel I can trust that Mark will always offer advice that is in my best interests. "

Peter Ansell

A client since 2004

Basingstoke

19/05/2020

"Mark Bastable has been offering regular general financial advice to my husband and myself for about 12 years. He has guided our investment bonds; ISAs, savings accounts and general financial well-being, including advice on inheritance tax which generated a substantial amount of unexpected additional inheritance! We have found Mark’s advice to be clear ( we are not financial experts), well evidenced and honest. Mark is personable, approachable and always professional; we have never yet had a reason to doubt the integrity of his advice. "

Mel Stewart

A client since 2008

Basingstoke

25/08/2020

"The service and personal attention my husband and I received from Mark Bastable of Templegate financial services was way beyond what we were expecting. His knowledge of his job and commitment to finding us a mortgage with the best rate helped us buy the home we were renting. My husband and I went bankrupt in 2013 and lost everything due to the recession, we never thought it would be possible to get back on the property market. Mark was confident from the off and that this was something he could achieve...and he didn't let us down. He was with us every step of the way and would respond to every email I sent quickly and efficiently. Mark came highly recommended from a family member and would recommend him to anyone trying to get a mortgage. Justine and Ken Harris Proud Houseowners"

Justine Harris

A client since 2021

Moulton

25/01/2021

"I am very pleased to give a testimonial for Mark Bastable of Templegate. I am a first-time investor. Mark listened to my concerns regarding my investments and took them into account when making his recommendations. He clearly explained the different products that fitted into my criteria. Mark has always responded quickly to any concerns or queries that I have experienced. I like that he does what he says he is going to do and is always on time with calls. There is never a stupid question, which is quite handy for me and I have never felt rushed by Mark, he takes his time and makes sure that I understand what he is offering. Altogether, I found it a pleasant and interesting experience and I thoroughly recommend Mark's services."

Hilda Harvey

A client since 2021

Lutterworth

12/02/2021

"Mark has been advising my wife and I for 6 years in solely in regard to investments. Recently we decided to move house so sought Mark's advice in regard to securing a mortgage. We had no hesitation in accepting Mark's subsequent recommendation given our positive relationship with him. The mortgage application process was overseen by Mark and completed with few problems. We were completely satisfied with the result as we have been with all the guidance and advice Mark has provided over the past 6 years. "

Derek Binks

A client since 2015

Andover

19/03/2021

Reviews and Ratings for Financial adviser Mark Bastable, Salisbury