Why choose us?

Four good reasons to work with us

Templegate Financial Planning has a track record as an advice from 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

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 our clients.

2. Experienced

We have been working with clients since 1991. We advise people of various ages, occupations and circumstances and can call upon our experience to provide tailored advice. 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 office support.

3. Local

With a base in Wildhern, near Andover, we cover a wide area which includes, Andover, Newbury, Winchester, Marlborough, Salisbury and everywhere in between.

We are always happy to meet clients at their homes or at work, and at a time to suit them.

4. Providing a genuinely bespoke service

We are a small family based team so our clients do not deal with faceless members of staff. Instead, our clients enjoy one-to-one advice from a dedicated adviser they know and trust.

"Mark Bastable has provided us with independent personal financial advice since approximately 2005 and has never failed to offer fair, thought through and balanced, opinion supported by well researched and accurate information and data. Beyond the quality and competency of his work I would fully recommend Mark to anyone who values the qualities of honesty, integrity, reliability and trust."

Chris & Rachel Holland

A client since 2005

Bramley

01/05/2020

"My wife and I have been receiving advice on investments from Mark for 5 years which he reviews on a yearly basis recommending adjustments when required. The subsequent performance has always been in line with expectations. We find Mark to be professional,open,honest and is always prepared to offer clear and understandable explanations. Even in this present difficult climate we retain faith in his advice."

Derek Binks

A client since 2015

Andover

06/05/2020

"Mark Bastable of Templegate has advised me on financial matters since 2004, initially for pension related issues and then savings. The pension advice has proved to be very advantageous to me and the savings have achieved the goals that I requested. I continue to use this service because I feel I can trust that Mark will always offer advice that is in my best interests. "

Peter Ansell

A client since 2004

Basingstoke

19/05/2020

"Mark Bastable has been offering regular general financial advice to my husband and myself for about 12 years. He has guided our investment bonds; ISAs, savings accounts and general financial well-being, including advice on inheritance tax which generated a substantial amount of unexpected additional inheritance! We have found Mark’s advice to be clear ( we are not financial experts), well evidenced and honest. Mark is personable, approachable and always professional; we have never yet had a reason to doubt the integrity of his advice. "

Mel Stewart

A client since 2008

Basingstoke

25/08/2020

"The service and personal attention my husband and I received from Mark Bastable of Templegate financial services was way beyond what we were expecting. His knowledge of his job and commitment to finding us a mortgage with the best rate helped us buy the home we were renting. My husband and I went bankrupt in 2013 and lost everything due to the recession, we never thought it would be possible to get back on the property market. Mark was confident from the off and that this was something he could achieve...and he didn't let us down. He was with us every step of the way and would respond to every email I sent quickly and efficiently. Mark came highly recommended from a family member and would recommend him to anyone trying to get a mortgage. Justine and Ken Harris Proud Houseowners"

Justine Harris

A client since 2021

Moulton

25/01/2021

"I am very pleased to give a testimonial for Mark Bastable of Templegate. I am a first-time investor. Mark listened to my concerns regarding my investments and took them into account when making his recommendations. He clearly explained the different products that fitted into my criteria. Mark has always responded quickly to any concerns or queries that I have experienced. I like that he does what he says he is going to do and is always on time with calls. There is never a stupid question, which is quite handy for me and I have never felt rushed by Mark, he takes his time and makes sure that I understand what he is offering. Altogether, I found it a pleasant and interesting experience and I thoroughly recommend Mark's services."

Hilda Harvey

A client since 2021

Lutterworth

12/02/2021

"Mark has been advising my wife and I for 6 years in solely in regard to investments. Recently we decided to move house so sought Mark's advice in regard to securing a mortgage. We had no hesitation in accepting Mark's subsequent recommendation given our positive relationship with him. The mortgage application process was overseen by Mark and completed with few problems. We were completely satisfied with the result as we have been with all the guidance and advice Mark has provided over the past 6 years. "

Derek Binks

A client since 2015

Andover

19/03/2021