Four good reasons to work with us
Mark, the director of Templegate Financial Planning, has a track record as an adviser dating back to 1991 and a loyal following of clients. Clients not only stay with us for the long term, but also recommend us to their friends, family and colleagues. It’s 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:
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 interests of his clients.
Mark Bastable has worked in the financial services profession since 1991. He has advised people of various ages, occupations and circumstances and can call upon his experience to provide tailored advice. Mark keeps his expertise up to date by attending regular training courses. Mark also has the back-up of the expert team at 2plan wealth management who provide back-office support.
With a base in Wildhern, near Andover, Mark covers a wide area which includes, Andover, Newbury, Winchester, Marlborough, Salisbury and everywhere in between.
He is always happy to meet clients at their homes or at work, and at a time to suit them.
4. Providing a genuinely bespoke service
As Mark is a sole adviser supported by a back-office team, clients are confident that they’re not dealing with a faceless member of staff. Instead, they enjoy one-to-one, dedicated support from an adviser they know and trust.