Who we work with

Who We Work With

All our clients have different goals and therefore different financial needs. Some need ad-hoc advice around equity release, mortgages or long-term care. Others need a full ongoing financial plan, but all our clients, big or small, enjoy the same level of attention and support. You may not yet know what financial products you need, but you can be sure that we have the expertise needed to meet your requirements, whether you’re working, retiring or in retirement. For further details on how we can help you, please click on the links below:

Additional Services

If you know the areas that you need advice on, please click on the links below for details of our specific areas of expertise:

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