Why choose us? | Templegate Financial Planning

Why choose 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:

Independent

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.

Experienced

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.

Local

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.

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.

"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 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

"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