Templegate Financial Planning Ltd
Initial consultation free
Independent financial adviser
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
Clients
helped
106helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Mark Bastable DipPFS
Independent Financial Adviser
What our clients say
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Ian Heron
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...
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Gary Smith
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...
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Sarah Mortimer
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...
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Lisa Walsh
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
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Ken Bowden
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...
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Stewart Coombs
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...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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