Templegate Financial Planning Ltd
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
Pensions & retirement
Annuity purchase
Auto enrolment
Defined benefit
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
Pensions transfer
SIPPs
Stakeholder
Mortgages
Bad credit
Building your home
Buy my next home
Buy to let
Buying first home
Equity release
Flexible mortgages
High loan to value
Mortgage protection
Next home / Remortgaging
Right to buy
Self-employed mortgages
Financial planning
Wealth management
Investments
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
OEICs
Offshore investments
Socially responsible investments
Unit trusts
Savings
Lump sum
Regular savings
Savings for children
School fees planning
Insurance & protection
Accident & sickness
Critical illness
Healthcare
Income protection insurance
Life insurance
Small business
Tax & trust planning
Capital gains tax
Estate planning
Taxation planning
Business
Corporate pension
Group ISA
Group Pension/Stakeholder
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Long Term Care
Long term care
FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Mark Bastable DipPFS
Independent Financial Adviser
Qualifications & Accreditations
MAQ - Mortgage Advice Qualification (CII)
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.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
SV1 - Saving and Investment (CII)
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.
ER1 - Equity Release (CII)
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.
HR1 - Home Reversion Plans (CII)
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
J01 - Personal Tax (CII)
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
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.
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.
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
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.
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.
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.
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.
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.
Mark has, since 2005, provided us with sound financial advice with regard to investments into ISAs and personal pensions. I have no hesitation in recommending him to others.
I have been investing via Mark for 5 years. During that time Mark has provided advice whenever needed, as well as a thorough review once a year. He has been particularly helpful during the present crisis and has been available quickly by phone and email.
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
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.
I am very pleased to give a testimonial for Mark Bastable of Templegate.
I am a first-time investor and 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.
He said, "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.
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.
When my wife & I wanted to re mortgage in order to staircase to a larger percentage of our shared ownership property, we found Mark to be an enormous help. It's no exaggeration to say they we couldn't have done it without him.
From the very start he was friendly, communicative & open. Despite the problems caused by the Covid pandemic Mark was always approachable & ready to talk us through any steps we wanted to go over, either on Zoom, phone or email.
As for the actual mortgage product, we couldn't be happier. Everything we were after, Mark found & found it within our means.
We will certainly use his services again in the future.
Thumbs up for Mark.
Mark 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.
We have used Mark’s services for many years. He has provided us with sound financial advice in a wide range of areas, including stocks and shares, ISAs and inheritance tax and we are more than happy to recommend him to others.
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.
About us
We have been providing financial planning solutions for clients since 1991 and are proud of the advice we offer, which we feel is different to many other financial adviser firms.
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
Head office address: 46 East Street, Andover, SP10 1ES
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
FCA authorised
Last authorised 13th September 2021
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