We are a Financial Advice firm which has been providing individuals and corporate clients with expert financial advice for some time. Supported by an expert team, we serve a loyal and broad client base across Hampshire, Wiltshire, Berkshire and Surrey. We'll discuss your financial objectives and goals, uncovering your priorities and timelines for achieving them.
Where we are considering your investment needs, we'll discuss your attitude and experience of investing, as well as the level of risk you can afford to take. Armed with the information we have from the 'discover' stage, we will create a plan which aims to achieve your financial goals. We'll investigate which products will be most suitable for your needs.
Where we are considering your investment needs, we'll discuss your attitude and experience of investing, as well as the level of risk you can afford to take. Armed with the information we have from the 'discover' stage, we will create a plan which aims to achieve your financial goals. We'll investigate which products will be most suitable for your needs.
Services
Templegate Financial Planning provides individuals and corporate clients with expert investment financial advice. With our experience, we help clients to plan for today, tomorrow and the unexpected. We now serve a loyal and broad client base located across Andover, Newbury, Winchester, Marlborough, Salisbury and everywhere in between.
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.
I am an Independent Financial Adviser providing individuals and corporate clients with expert investment and independent financial advice. I serve a loyal and broad client base located across Andover, Newbury, Winchester, Marlborough, Salisbury and everywhere in between. I am supported by an expert team at 2plan wealth management, which is a financial services company providing compliance, research and administrative support.
I am a Financial Adviser and a member of the Chartered Insurance Institute (CII) and the Society of Mortgage Professionals (SMP). I have a Diploma in Financial Planning (DipPFS) and hold a Statement of Professional Standing. My existing clients are located throughout Berkshire and Hampshire although I am keen to broaden the geographical area I work across.
We also completely believe in the value we provide to our clients. In fact, recent research published by the International Longevity Centre UK (ILC) shows that those who receive professional financial advice boost their wealth by an average of 47,706*. Our clients have also told us how much they appreciate our advice and guidance - just take a look at their testimonials below.
Reviews (4)
David Bull
Nov 19, 2021
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Mark has provided long term investment advice for my wife and I for a number of years. Our annual review takes a detailed look at our ongoing financial goals, changes to our financial position and any changes to our risk profile to ensure that our investments continue to meet our needs. Mark explains the investment evaluation process in simple terms to ensure we are comfortable with the choices we make. There is no pressure as all the decisions are ours. We are happy to continue using Mark as our adviser.
Steve Hough
Jun 30, 2021
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€śMark Bastable has been advising my wife and I for over six years and we are extremely satisfied by the services he offers.
He has advised us mainly in the area of savings for retirement – an area very important to everyone. His advice is always balanced, informative and as time has shown is extremely good.
He also has a broad width of general financial advice and knowledge and is a good source of guidance and assistance with our other needs.
We would wholeheartedly recommend Mark. Personally, we are looking forward to a long and beneficial relationship with him.”
He has advised us mainly in the area of savings for retirement – an area very important to everyone. His advice is always balanced, informative and as time has shown is extremely good.
He also has a broad width of general financial advice and knowledge and is a good source of guidance and assistance with our other needs.
We would wholeheartedly recommend Mark. Personally, we are looking forward to a long and beneficial relationship with him.”
Margaret Garrod
Jun 28, 2021
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Ken Bowden
Jun 26, 2021
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We have used Mark for decades now and always feel he understands our aims and targets very well. We feel relaxed and totally trust and follow his very professional advice, which he has built up over the many years he has been in a finance advisory roll.
We would always strongly recommend Mark to anyone who is looking for financial advice.
We would always strongly recommend Mark to anyone who is looking for financial advice.
