Templegate Financial Planning Ltd

05/02/2025

Review from Kate Taylor: 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.

30/12/2024

Review by Peter Todd on 29/12/2024:
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 can not 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.

27/06/2024

"My wife and I have used the services of Mark for many years. We have always found him to be completely honest and trustworthy and he has guided us professionally with any requests that we have made. His advice is always thorough and he has helped us to make sound investments and plan for our retirement. We would definitely recommend Mark." says David on Google

★★★★★ My wife and I have used the services of Mark for many years. We have always found him to be completely honest and trustworthy and he has guided us professionally with any requests that we have made. His advice is always thorough and he has helped us to make sound investments and plan...

26/04/2024

"My wife and I met with Mark to discuss Equity Release. From the outset Mark was professional in his approach and put us at ease. The advice he gave was clear and concise and he explained our options in detail and in a manner that was easy to understand." says Martin on Google

25 customer reviews of Templegate Financial Planning Ltd. One of the best Financial Services businesses at 46 East St, Andover, HAM SP10 1ES United Kingdom. Find reviews, ratings, directions, business hours, and book appointments online.

27/03/2024

"Mark Bastable provides honest and informed financial advice; I would recommend him to anyone." says Chris on Google

★★★★★ Mark Bastable provides honest and informed financial advice; I would recommend him to anyone.

15/03/2024

"I have found Mark at Templegate to be open, honest and really helpful. Mark has provided pension and ISA advice primarily although our informal discussions have included tax and wider investment choices. I’m looking forward to working with Mark over the coming years. He has been clear and open regarding fees and products and flexible around meetings either in person or over the phone." says Steven on Google

★★★★★ I have found Mark at Templegate to be open, honest and really helpful. Mark has provided pension and ISA advice primarily although our informal discussions have included tax and wider investment choices. I’m looking forward to working with Mark over the coming years. He has been cl...

15/12/2023

"Mark is very good at presenting advice in a way which is easily understood, using visual aids to support this. He is very knowledgeable, friendly, and takes time to explain things, giving plenty of opportunities to ask questions to ensure I understand." says Alex on Google

★★★★★ Mark is very good at presenting advice in a way which is easily understood, using visual aids to support this. He is very knowledgeable, friendly, and takes time to explain things, giving plenty of opportunities to ask questions to ensure I understand.

13/11/2023

"Mark provided advice during a recent redundancy. He helped me to estimate my current and future financial needs, then presented solutions that provided me with income and security. His clear and pragmatic advice helped me through a challenging situation." says Alison on Google

★★★★★ Mark provided advice during a recent redundancy. He helped me to estimate my current and future financial needs, then presented solutions that provided me with income and security. His clear and pragmatic advice helped me through a challenging situation.

17/09/2023

"“Mark at Templegate came highly recommended to me whilst I was investigating the specialised financial area of long term care planning for both my elderly parents. Our first meeting was face to face in Marks office of which he also manage to accommodate immediate members of my family. As you can imagine it is a very daunting prospect when considering placing both your parents into long term care as you want the very.." says Stephen on Google

★★★★★ “Mark at Templegate came highly recommended to me whilst I was investigating the specialised financial area of long term care planning for both my elderly parents. Our first meeting was face to face in Marks office of which he also manage to accommodate immediate members of my fami...

14/09/2023

"Mark has assisted with our pension investments for a number of years now and we're always reassured that we're in safe hands! In the ever-changing world of pensions, regulations etc., we value his advice and expertise in ensuring our money remains safe whilst making some growth based on our attitude to risk and future goals. We wouldn't hesitate in recommending Mark to friends and family." says Sue on Google

★★★★★ Mark has assisted with our pension investments for a number of years now and we're always reassured that we're in safe hands! In the ever-changing world of pensions, regulations etc., we value his advice and expertise in ensuring our money remains safe whilst making some growth based...