Working people

Working and building your wealth

You may be many years away from retirement. You might be raising a family; perhaps considering private education, and therefore wondering how to cover school fees. You may be working your way up the career ladder, or running your own business. What all of our clients have in common is the desire to plan for tomorrow, whilst enjoying today!

How can we help?

We will:

  • Assess your current financial situation
  • Understand your goals and aspirations for the short term and the long term
  • Formulate a financial plan to help you to achieve your goals
  • Deliver the plan, managing the relevant paperwork and ensuring that it’s implemented as smoothly as possible
  • Offer regular reviews of your situation and adapt your plan if necessary, ensuring that there’s a back-up plan for the unexpected!

Having a financial plan in place will give you the confidence to face the future. We’ll provide you with bespoke, one-to-one support to ensure that your plan will work for you and your family.

Please remember that the value of investments, and any income from them can fall as well as rise, so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.

Relevant services

It’s never too early to start planning for your retirement and putting money into your pension. We’ll help you understand the important questions, including:

  • How much do I need to save now to retire comfortably?
  • Will I be able to do everything I want in retirement?
  • When will I be able to retire?
  • Would I be better merging my pensions?
  • Am I paying too much for my pension plan?

With access to the entire market, we can provide a pension plan which meets your individual needs.

Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.

There’s a huge range of investment options available; deposit accounts, stocks and shares ISAs, unit trusts, OEICs, investment bonds, structured products and more. All clients want to know the best way to invest their money, however, the best approach is rarely simple, and has to be appropriate to the individual and their attitude to risk. We undertake diligent research and present our advice in a concise, understandable way. We focus on recommending products and investment portfolios that have the following features:

  • Performance is consistent with risk levels
  • Charges which reflect value for money
  • Tax efficiency

Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.

If you are moving home, considering buying your business premises or simply looking for the best re-mortgage deal, we can provide mortgages for the following property types:

  • Residential
  • Buy-to-Let
  • Let-to-Buy
  • Self-Build

We have access to the whole of the mortgage market. This means that we will find a competitive product for you which is the most appropriate for your needs. We do not advise on commercial mortgages or bridging loans, but have established links with commercial lenders who we can refer you to.

Your home may be repossessed if you do not keep up payments on your mortgage.

When it comes to planning for the unexpected, it’s essential that you consider protection. This will provide an income for you or your family should you die, become seriously ill or are unable to work. We offer independent advice on various insurance products including:

  • Life assurance
  • Accident, sickness and unemployment cover
  • Income protection/permanent health insurance (PHI)
  • Critical illness cover
  • Serious illness cover
  • Private medical/health insurance

We’ll ensure that your policies are appropriate to your needs and provide good value for money. We can often replace existing policies for ones with lower premiums.

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"I retired recently from many years working for HM Government, and thought long about the most prudent way to invest money from my pension lump sum. My attitude to risk has always erred on the side of caution, driven in no small part by horror stories of scams and the gullibility of others. My partner has invested in ISAs and share portfolios under guidance from Mark Bastable of Templegate, and so I met with Mark to explore options. I found Mark to be very personable, patient and professional in his approach to understand my concerns, Mark took the time to clarify aspects of my investment that were unclear to me. I decided to act similarly to my partner and invested in an ISA and a share portfolio; its early days yet but I look forward to meeting with Mark in future to review positive progress."

Maurice Bardsley

A client since 2019

Woking

16/12/2019

"Mark has been my adviser for 12 years now. He has continued to give good advice which is pertinent to my situation even though it has not been beneficial to him. I wish GPs and other professionals would be so willing to give advice! "

Veronica Tyrrell

A client since 2007

Worcester

03/09/2019

"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

"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

"Mark has been advising me on my pension investment since 2018, A professional service which inspires confidence with good advice regarding investment benefits, shortfalls and future expectations, I have seen positive investment performance, Mark is a friendly and patient person whom you feel you can trust and all is in hand."

Stewart Coombs

A client since 2018

Basingstoke

23/09/2019

"I contacted Mark because I needed Pension advice. After meeting with me and understanding my attitude to Risk Mark advised me on investing my 'Pension Pot'. The following year my attitude to risk had changed, I'm a bit closer to retirement age. Mark met with me and talked through the new investment plan he was advising me to move to. He took the time to talk through the potential benefits and risks of each part of the new plan. Mark also advised me of my options for when I decide to use my Pension savings. Some options I wasn't previously aware of. During our meetings I haven't felt rushed. I've felt comfortable asking questions that I felt would be common knowledge and that I should already know the answers to."

Roz Phillips

A client since 2017

Andover

17/01/2020

Reviews and Ratings for Financial adviser Mark Bastable, Salisbury