Templegate Financial Planning Ltd

Independent Financial Adviser  Leyswood, Andover, Hampshire, SP10 3HE
First meeting at adviser's own cost
Your interests at the heart of all we do, from our careful research process to the delivery of appropriate advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Corporate pension
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Mark Bastable DipPFS
Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

What our clients say
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, Basingstoke
Mark undertook an annual review of my investments and attitude to risk, and provided advice on changes to my investment portfolio and topping up my investment ISA. I will certainly continue to use Templegate’s services. The review was conducted in a relaxed, informal way but was comprehensive, tailored to my needs and took account of my changing situation. After the meeting the guidance I received on the process for topping up my ISA was prompt, clear and accurate. Overall I feel that my financial affairs are in safe hands with Templegate.
Ian Heron, Yateley
I found Mark online and having read other reviews and testimonials felt confident in having his expertise help me with some investments initially and then an ISA and an overlook at the rest of my situation. Very happy with the ease with which everything was done, the transparency of fees involved and explanations along the way. Would highly recommend.
Sarah Mortimer, Tangley
Mark has been our IFA for over 20 years now. He has always shown total professionalism in every aspect of his advice and approach. My recent advice needed from Mark was related to my personal pension draw down planning, this being a very important phase of my financial affairs. This has been done pretty smoothly and Mark has kept me up to date on the progress. I would, without hesitation, recommend anyone to use Mark as a reliable IFA.
Ken Bowden, Basingstoke
What were the circumstances that caused you to look for a Financial Adviser? Answer: On-going assistance with my investment & retirement planning. How did Mark Bastable help you? Answer: The use of layman's terms to explain the products and their benefits as well as doing the leg-work with regard to options available to me. "What is your current situation?" Answer: Have you seen the outcome you were hoping for? My investments have been overseen by Mark for a number of years and overall I've been very pleased with their progress / growth.
Gary Smith, Wantage
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, Mark informed me of 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, Andover
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, Andover
I retired recently from many years working for HM Government, and thought long about the most prudent way to invest money from my pension lump sum. My attitude to risk has always erred on the side of caution, driven in no small part by horror stories of scams and the gullibility of others. My partner has invested in ISAs and share portfolios under guidance from Mark Bastable of Templegate, and so I met with Mark to explore options. I found Mark to be very personable, patient and professional in his approach to understand my concerns, Mark took the time to clarify aspects of my investment that were unclear to me. I decided to act similarly to my partner and invested in an ISA and a share portfolio; its early days yet but I look forward to meeting with Mark in future to review positive progress.
Maurice Bardsley, Woking
About us

We have been providing financial planning solutions for clients since 1991 and are proud of the advice we offer.

As Warren Buffett said – “Price is what you pay – Value is what you get”. We believe we provide true value for money to our clients.

Our services

We deliver a personal touch via face to face meetings.

Listen to clients about what they truly want and help them plan for that within the limitations of what is possible.

Where to find us

Leyswood, Wildhern, Hampshire, Andover, SP11 0JE

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020

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