About us
Financial Adviser Andover
We are a Financial Advice firm which has been providing individuals and corporate clients with expert independent financial advice for some time. Supported by an expert team, we serve a loyal and broad client base across Hampshire, Wiltshire, Berkshire and Surrey.
Your journey
The first step is to find out how your journey might look!
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. At this point, we will agree on the initial and ongoing fees required to deliver your plan.
We recommend and implement your strategy after explaining it to you.
We will assist in the completion of any relevant paperwork, ensuring the documentation is processed as quickly and efficiently as possible.
We build long-lasting trusted business relationships with all of our clients.
Whilst optional, we recommend that you continue to work with us to review your investment and pension planning on a regular basis, to ensure that they match your changing goals and objectives.
Helping you plan for today, tomorrow and the unexpected
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Mark’s advice to us as first-time buyers was invaluable. He was friendly, professional, always contactable and extremely efficient, providing advice about suitable mortgages, solicitor recommendations and life insurance policies. Would highly recommend!
I have known Mark for many years now. Throughout he has been trustworthy and very patient with my questions. Over the years my needs have changed but I can still rely on Mark to find the right product for me. I am very happy with his services.
What could Mark have done better? Can’t think of anything. What were the circumstances that caused you to initially look for an adviser? When I left a corporate company and needed to organise a private pension. How has Mark helped you? In every aspect of my private pension and savings. Have you seen the outcome you were hoping for? Yes absolutely. I would have made some bad choices without Mark’s advice
Mark has provided us with financial advice for many years with particular focus on pensions, ISAs and reducing our inheritance tax liability. We have no hesitation in recommending him.
Mark has been our financial adviser for several years and continues to offer an excellent level of guidance and support. Specifically, he has helped with mortgage and investment advice taking into consideration our long term retirement objectives. We continue to use Mark's services as he understands our financial circumstances and explains how best to achieve our future goals. The advice Mark provides continues to keep us informed and we feel he is always looking at the best strategies to help our investment grow.
I contacted Mark for advice for the best use of an inheritance and my retirement plans. Mark was very informative and explained my options clearly and thoroughly. He responds quickly to any questions and is very customer focused.
Rating & Summary: Overall 5* Advice 5* Service 5* Value 5* What could they have done better? We have been very satisfied with Mark & Templegate Financial Planning's advice so far and thus from our knowledge we cannot really point to any suggestions or improvements What were the circumstances that caused you to initially look for an adviser? Originally we took the opportunity of using Mark sometime ago to re-mortgage and invest some money which worked very well so later on when looking at forthcoming pensions and retirement in general Mark was a natural choice. How has Mark Bastable helped you? Mark has advised us on several Pensions and also our financial position for some time now and will do for the foreseeable future in trying to achieve the best balance for our retirement planning Have you seen the outcome you were hoping for? Mark had evaluated our positions and future aspirations before coming back with advice that should improve further on earlier investments going forward which is something very reassuring.
I highly recommend Mark Bastable. After a detailed Financial Review, he patiently explained my pension options and advised me on tax and inheritance implications. All my emails were promptly addressed, and his responses were clear and easy to understand.
I have been using Templegate Financial Planning Ltd for investment and pension advice many years. They have just advised and moved several pensions into a drawdown account for me, all the years working and paying pensions are now coming to fruition. There was a lot of research and work in moving the pensions over, Templegate kept me informed and guided me through all the documents needed. The use of a secure portal was used for for all the communiction, so I felt safe throughout the whole process. I trust the advice and impatiality of Templegate Financial Planning Ltd and will continue using their services into the future. Would we recommend using the services of Templegate Financial Planning Ltd? An unreservedly big Yes!!
“What could they have done better?” Nothing at this stage. “What were the circumstances that caused you to initially look for an adviser?” Reached my early 50’s having taken no financial advice, so initially looking for an initial health check on pensions and some investment advice going forward. I was keen to establish a ‘retirement plan’ with a realistic timetable to make some sensible financial decisions. “How has Mark Bastable helped you?” Pension transfers and fund advice. ISA selection and discussion on wider investment choices that are available. Informal advice around tax planning and given me some encouragement to think about IHT planning in years to come. “Have you seen the outcome you were hoping for?” Yes definitely. Marks advice has prompted me to finally start to think seriously about a retirement strategy and beyond.
Mark began advising my wife and me a few years ago, and we’ve been thoroughly satisfied and confident in both his advice, guidance and approach ever since. What stands out most is his ability to help us make sense of what is, to us, a very complex financial world. Our needs have mainly centred around general investments, pensions, and long-term planning. More recently, we inherited a range of offshore and onshore bonds spread across several investment houses. We had little idea what they truly comprised or how best to manage them. Mark went out of his way to produce a clear, thoughtful, and detailed report that broke everything down: what the bonds were, how they were structured, what actions we should consider, and the tax implications of each option. His ability to translate financial jargon into plain English made the whole process understandable and manageable. He has a personable, patient manner that makes conversations easy and productive. We always walk away feeling more informed and far more confident than we ever expected to. I’d happily recommend Mark to anyone looking for clear, trustworthy advice in the often-confusing world of finance.
Helping you plan for today, tomorrow and the unexpected.To book a no-obligation consultation, contact us or complete the form below.
