Why choose us?
Why Choose Us
Templegate Financial Planning has ad advice track record dating back to 1991, and a loyal following of clients. The founding adviser still provides advice, and our clients not only stay with us for the long term, but also recommend us to their friends, family and colleagues. It is this trust that has enabled us to build up a successful practice, which goes from strength to strength. The key reasons why clients choose Templegate Financial Planning over other financial advisers is that we are:
1. Independent company
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. In addition, Templegate is independently owned by Mark Bastable, which ensures that he can make decisions about how the firm is run, in the best client interests always.
2. Experienced
We have been working with clients since 1991, advising people of all ages, occupations and circumstances, calling upon our experience to provide tailored advice. As you would exepect, we keep our expertise up to date by attending regular training courses and are backed up by our compliance team at 2plan wealth management who provide compliance services.
3. Local
With office in central Andover, we cover a wide area which also includes, Newbury, Winchester, Marlborough, Salisbury and everywhere in between.
We are always happy to welcome clients at our office or, meet them at their home and work. We also offer ‘face to face’ advice via an online.
4. Providing a genuinely bespoke service
Our clients enjoy one-to-one advice from a dedicated adviser they know and trust. This is borne out by the regular testimonials received.
Helping you plan for today, tomorrow and the unexpected
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Rating & Summary: Overall 5* Advice 5* Service 5* Value 5* What could they have done better? We have been very satisfied with Mark & Templegate Financial Planning's advice so far and thus from our knowledge we cannot really point to any suggestions or improvements What were the circumstances that caused you to initially look for an adviser? Originally we took the opportunity of using Mark sometime ago to re-mortgage and invest some money which worked very well so later on when looking at forthcoming pensions and retirement in general Mark was a natural choice. How has Mark Bastable helped you? Mark has advised us on several Pensions and also our financial position for some time now and will do for the foreseeable future in trying to achieve the best balance for our retirement planning Have you seen the outcome you were hoping for? Mark had evaluated our positions and future aspirations before coming back with advice that should improve further on earlier investments going forward which is something very reassuring.
I highly recommend Mark Bastable. After a detailed Financial Review, he patiently explained my pension options and advised me on tax and inheritance implications. All my emails were promptly addressed, and his responses were clear and easy to understand.
I have been using Templegate Financial Planning Ltd for investment and pension advice many years. They have just advised and moved several pensions into a drawdown account for me, all the years working and paying pensions are now coming to fruition. There was a lot of research and work in moving the pensions over, Templegate kept me informed and guided me through all the documents needed. The use of a secure portal was used for for all the communiction, so I felt safe throughout the whole process. I trust the advice and impatiality of Templegate Financial Planning Ltd and will continue using their services into the future. Would we recommend using the services of Templegate Financial Planning Ltd? An unreservedly big Yes!!
“What could they have done better?” Nothing at this stage. “What were the circumstances that caused you to initially look for an adviser?” Reached my early 50’s having taken no financial advice, so initially looking for an initial health check on pensions and some investment advice going forward. I was keen to establish a ‘retirement plan’ with a realistic timetable to make some sensible financial decisions. “How has Mark Bastable helped you?” Pension transfers and fund advice. ISA selection and discussion on wider investment choices that are available. Informal advice around tax planning and given me some encouragement to think about IHT planning in years to come. “Have you seen the outcome you were hoping for?” Yes definitely. Marks advice has prompted me to finally start to think seriously about a retirement strategy and beyond.
Mark began advising my wife and me a few years ago, and we’ve been thoroughly satisfied and confident in both his advice, guidance and approach ever since. What stands out most is his ability to help us make sense of what is, to us, a very complex financial world. Our needs have mainly centred around general investments, pensions, and long-term planning. More recently, we inherited a range of offshore and onshore bonds spread across several investment houses. We had little idea what they truly comprised or how best to manage them. Mark went out of his way to produce a clear, thoughtful, and detailed report that broke everything down: what the bonds were, how they were structured, what actions we should consider, and the tax implications of each option. His ability to translate financial jargon into plain English made the whole process understandable and manageable. He has a personable, patient manner that makes conversations easy and productive. We always walk away feeling more informed and far more confident than we ever expected to. I’d happily recommend Mark to anyone looking for clear, trustworthy advice in the often-confusing world of finance.
I used advice from Templegate Financial Planning to prepare for retirement, move into drawdown, and recently to purchase an annuity. Mark proactively advised me as government legislation changed the financial landscape, making it desirable to reduce the size of my estate. He clearly laid out the various options. When I chose to purchase an annuity, I used his services to select the best provider and set it up. I have found Mark to be proactive, knowledgable and thorough, and his fees to be very reasonable.
I chose Templegate after managing my mother's estate via a large financial company for many years whose service was consistently underwhelming. Templegate's assessment of the financial position, and implementation of the changeover was quite complex and took quite a while to achieve, but I received a good personal service, thoroughly researched and at a lower cost than the previous company. I look forward to being able to receive personal advice for my mother's changing needs instead of a short annual telephone review that was offered under the previous company.
Stewart said, in answer to these questions: 1. What could they have done better? “Nothing he was very good.” 2. What were the circumstances that caused you to initially look for an adviser? “I had pensions that I felt needed managing as I am not financially savvy.” 3. How has Mark Bastable helped you? “Managed my pensions and finally got me a good deal on an annuity.” 4. Have you seen the outcome you were hoping for? “Yes.”
Mark has provided me with financial advice for many years and recently has conducted a full pension review which led to moving funds to a new company resulting in a more modern and easy to access account that really suits my needs. Mark is very responsive, pro active and answers all questions in an easy to understand manner. Highly recommended!
Feedback from Steve to questions asked: What could they have done better? Nothing. What were the circumstances that caused you to initially look for an adviser? Pensions and ISA advice. How has Mark Bastable helped you? As above plus wider discussions around sensible financial planning and what expectations i should have form my current financial position. Have you seen the outcome you were hoping for? Yes. I am happy with the pension advice and ISA recommendations over the last 3 years.
I would highly recommend Mark Bastable of Templegate Financial Planning . He will give you solid advice that will definitely benefit your future finances. Everybody has different needs and plans , my ideas and my circumstances were certainly different from any other of his clients. However Marks strength is that he will listen very carefully then make suggestions that are more suitable to you personally. Giving a true tailor made service. His response time is remarkable, he always replied to my many, many questions instantly.
I met Mark a little over a year ago to hopefully take over my pension management from another Financial Advisor. I found Mark to be extremely thorough, pulling information out of me I didn’t realise I knew. The upshot is a Financial Advisor who has kept me on the straight and narrow, helping me to maintain value but meet my needs. A timely intervention recently when market values dipped helped to limit my fund being unnecessarily reduced allowing it to return value over recent months. Mark is on the ball and very helpful.
