Business Details
35 Years
experience
Your Trusted Financial Advisers in Andover
Templegate Financial Planning has been providing independent financial advice to individuals and corporate clients since 1991. Our expertise caters to working professionals, retirees, and those in retirement, with a focus on personalized financial strategies. We serve a loyal client base across Hampshire, Wiltshire, Berkshire, and Surrey, offering tailored solutions for pensions, investments, and long-term financial security. Our process begins with understanding client objectives, followed by research-driven advice and implementation of suitable financial products.We prioritise transparency in fees and maintain long-term relationships through regular reviews and ongoing support. Our team combines decades of experience with a commitment to ethical standards, ensuring clients receive reliable guidance aligned with evolving financial goals. We specialise in areas such as mortgage advice, equity release, estate planning, and tax-efficient investment strategies.
Services
Pension Planning
Mortgage Advice
Equity Release
Estate Planning
Investment Management
Tax Efficiency Strategies
Long-Term Care Planning
Details
- Year established: 1991
Highlights and features
- We have over 30 years of experience in independent financial advice.
- Our team provides tailored solutions for working professionals, retirees, and those in retirement.
- Transparent fee structure with clear communication about costs.
- Specialised expertise in pensions, equity release, and estate planning.
- Proven track record of client satisfaction with 5-star reviews.
Associations and certifications
- Financial Conduct Authority
What people say
Friendly and professional
Transparent fee structure
Personalised service
Proactive advice
Excellent communication
Services
Pension Planning
We help clients prepare for retirement by reviewing existing pensions, recommending transfers, and creating tax-efficient drawdown strategies. Our expertise includes assessing risk tolerance, selecting suitable funds, and ensuring compliance with changing legislation. Clients benefit from ongoing reviews to adapt plans as circumstances evolve.
Mortgage Advice
Our mortgage advice covers first-time purchases, remortgaging, and buy-to-let investments. We compare products from across the market to find competitive rates and terms tailored to individual financial situations. We also provide guidance on associated protections like life insurance.
Estate Planning
We help clients reduce inheritance tax liabilities through strategic planning, including trusts, gifting, and investment vehicles. Our approach ensures assets are distributed according to client wishes while complying with legal requirements and minimising tax exposure.
Equity Release
We advise on equity release schemes for homeowners aged 55+, explaining lifetime mortgages and home reversion plans. Our guidance ensures clients understand the implications for inheritance and eligibility for means-tested benefits.
Investment Management
We create diversified investment portfolios aligned with client risk profiles and financial goals. Services include ISA management, offshore bond analysis, and regular performance reviews to optimise returns while managing market volatility.
Questions
What financial services do you specialise in?
We specialise in pensions, retirement planning, mortgage advice, equity release, estate planning, and tax-efficient investments for individuals and businesses.
How do you charge for your services?
We provide transparent fee disclosures upfront, including initial and ongoing charges for financial planning and advice services.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference 216855.
Do you offer ongoing financial support?
Yes, we recommend regular reviews of financial plans to ensure they remain aligned with changing personal circumstances and goals.
Can you help with inheritance tax planning?
Yes, we provide strategies to reduce inheritance tax liabilities through trusts, gifting, and tax-efficient investment vehicles.
Reviews (4)
David Bull
Nov 19, 2021
Report
Mark has provided long term investment advice for my wife and I for a number of years. Our annual review takes a detailed look at our ongoing financial goals, changes to our financial position and any changes to our risk profile to ensure that our investments continue to meet our needs. Mark explains the investment evaluation process in simple terms to ensure we are comfortable with the choices we make. There is no pressure as all the decisions are ours. We are happy to continue using Mark as our adviser.
Steve Hough
Jun 30, 2021
Report
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.
Margaret Garrod
Jun 28, 2021
Report
Positive:Professionalism,Quality,Responsiveness
We have used Marks 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 Marks 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.
Ken Bowden
Jun 26, 2021
Report
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.
