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.
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.
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.
Mark very quickly ascertained what was required for us and our financial status. He listens to you and is easy to talk to. His expertise gives you confidence you are in good hands. We required Equity Release. Mark soon found and organised a product that fitted the bill. He helped us at every step, and left nothing to chance. Excellent service. We will be using his services again next year for other financial matters.
My husband and I have used Mark Bastable at Templegate Financial Planning for over 16 years, beginning when we started a family. We have benefitted from advice and assistance in remortgaging, life insurance, critical illness cover, and setting up trusts. Mark's advice is always balanced and helpful, and we will continue to use him.
Mark has advised and provided financial support to me and my wife for many years. He has advised us about pensions, life cover, critical illness cover, stocks and shares, savings advise and income protection. Our latest and very important financial advice has been on my pension drawdown which Mark has handled with the upmost professionalism and now I find that I am in a comfortable position. He has talked us through the pros and cons of any decision that we have made and always thoroughly researches the best outcomes for us. We have found him to be very knowledgeable, highly qualified, and reasonably priced for his services that he has offered us and would not hesitate to recommend him to our family and friends. Undoubtedly, we would not have the safe financial future that we now have without his significant financial advice.
Mark has been our trusted adviser for many years and we have no hesitation in recommending him. Following his advice, we have moved our ISA portfolio to a different provider to get a better deal and bought into AIM shares to reduce our IHT liability.
My wife and I met Mark through a recommendation which came highly and didn’t disappoint. He went through our investments and finances in detail and helped us to understand so much more of what we had, our potential liabilities (present and future) and offered rounded and balanced advice. He highlighted and explained issues we would never have previously been aware of, whilst offering various solutions throughout. We both sort of shut down when talking financial planning, but Mark managed to keep it clear, fresh and understandable. He was also adept at recognising when our brains had reached their limits. His knowledge is extensive and thorough, as he helped us with ISAs, property, IHT and more. He also has a range of professional contacts who can advise more on subjects not covered by his expertise. Mark is a very professional, helpful, and likeable guy who has proved to us his integrity and desire to help is his overriding raison d’être.
Mark has assisted with our pension investments for a number of years now and we're always reassured that we're in safe hands! In the ever-changing world of pensions, regulations, market fluctuations etc., we value his advice and expertise in ensuring our money remains safe whilst making some growth based on our attitude to risk and future goals. We wouldn't hesitate in recommending Mark to friends and family.
Mark provided advice during a recent redundancy. He helped me to estimate my current and future financial needs, then presented solutions that provided me with income and security. His clear and pragmatic advice helped me through a challenging situation.
Mark is very good at presenting advice in a way which is easily understood, using visual aids to support this. He is very knowledgeable, friendly, and takes time to explain things, giving plenty of opportunities to ask questions to ensure I understand.
We were looking to do Equity Release initially, this requiring specialist advice. As we were progressing with this process, we realised that Mark could offer us professional advice in other financial areas. Mark was able to guide us through the Equity Release process with success. I have just bought a lifetime annuity with Mark’s help. He explained everything simply but thoroughly, handled all the forms and “bumpf”, and was able to get me a good deal. Along the way he has given us ideas as to investments and savings which we will action in the future with his help. We had an excellent result re the Equity Release, and I am very happy with the pension deal. Nothing. He knows his stuff.