FAQs

This means that we are not limited to advising on certain financial products. We have access to solutions across the whole of the market, so we can focus on what you need first, and then find the best solution to meet your needs.

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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"I had a little money to invest. Mark chose the right investments for me and explained everything carefully. I am pleasantly surprised by the outcome!"

Veronica Tyrrell

A client since 2007

Worcester

30/01/2019

"Mark always explains in simple language the reasons for his recommendations and the investment objectives. We have confidence in his advice and have recommended his services to others."

David Bull

A client since 2014

Yateley

30/01/2019

"Mark has been my financial adviser for over 20 years. I wanted to start thinking about my long-term future when I had children. Mark listened to what we wanted to achieve, discussed and explained our options and supported us to implement our choices. Over the long term, we are in a much better place financially."

Jo Greenfield

A client since 2000

Basingstoke

30/01/2019

"Due to poor health, I decided to retire at 58 and asked Mark to develop my retirement plan. Mark provided a number of options for my retirement, and after discussing these with Mark we decided on and implemented the preferred course of action. "

Steve Smith

A client since 2017

Andover

30/01/2019

"I was looking for pensions advice and Mark was recommended to me by a friend. His advice was clear and informative; I have very little understanding of financial jargon and he was very patient and answered all my questions. He kept me informed of progress along the way and explained the best way to manage my pensions; which ones to leave as is, and which ones to transfer to a better scheme. I will certainly use him for any further financial advice in the future."

Stewart Coombs

A client since 2018

Andover

18/12/2018

"Having retired last June I needed Mark’s expertise on my best options and as usual he gave the best advice and guidance. We have used Mark as our financial adviser for more years than I can even think about. We trust him 100%."

Ken Bowden

A client since 1991

Basingstoke

01/05/2019

"Mark is really professional and took the time to thoroughly understand my financial position before advising me on my pension investments. In a complicated market I was grateful for the guidance."

Lisa Walsh

A client since 2016

Andover

01/04/2019

Reviews and Ratings for Financial adviser Mark Bastable, Salisbury