Templegate Financial Planning Ltd
Templegate Financial Planning Ltd is a UK-based company that specializes in providing financial advising services to individuals and businesses. With a team of experienced financial planners, the company offers a range of financial services to help clients achieve their financial goals. Templegate Financial Planning Ltd is committed to providing personalized and tailored solutions to meet the unique needs of each client. Whether it's retirement planning, investment management, or wealth preservation, the company has the expertise to help clients navigate the complex world of finance.
Introduction to Templegate Financial Planning Ltd
Templegate Financial Planning Ltd is a well-established financial services company that has been providing financial advice to the people of Andover, England, for many years. The company's main purpose is to help their clients achieve their financial goals by providing personalized and professional financial planning services. Templegate Financial Planning Ltd is unique because they offer a range of financial services that are tailored to meet the specific needs of each individual client.Services & products
Templegate Financial Planning Ltd offers a range of financial services including retirement planning, investment planning, estate planning, and tax planning. They also provide advice on insurance and mortgages. The company's financial planners work closely with their clients to develop a personalized financial plan that is designed to help them achieve their financial goals.Location
Templegate Financial Planning Ltd is located on East St, in the heart of Andover. Andover is a bustling town with a range of businesses, cafes, and shops. The area is well-connected, with several public transportation options nearby. The three closest public transportation options are Andover Train Station (0.5 miles away), Andover Bus Station (0.2 miles away), and Andover Taxi Rank (0.2 miles away).Benefits
Customers should choose Templegate Financial Planning Ltd because of their personalized approach to financial planning. The company's financial planners take the time to understand each client's individual needs and develop a customized financial plan that is tailored to their specific goals. Templegate Financial Planning Ltd also has a team of experienced financial advisors who are committed to providing excellent customer service and expert financial advice.Good to know
Customers should be aware that Templegate Financial Planning Ltd is a fee-based financial planning company. This means that they charge a fee for their services, rather than earning commissions from the products they recommend. The company is also regulated by the Financial Conduct Authority (FCA), which ensures that they adhere to strict standards of professionalism and ethical behavior.Reviews
Customers have consistently praised Templegate Financial Planning Ltd for their personalized approach to financial planning and their commitment to excellent customer service. Customers have also noted that the company's financial planners are knowledgeable and experienced, and that they take the time to explain complex financial concepts in a way that is easy to understand. Overall, customers have been very satisfied with the services provided by Templegate Financial Planning Ltd.Amenities
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free consultation -
online services
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investment advice
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retirement planning
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tax planning
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insurance services
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asset management
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budgeting assistance
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credit counseling
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estate planning
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online account access
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financial planning
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wealth management
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insurance coverage
FAQ
What types of financial planning services do you offer?
We offer a range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and insurance planning.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning and work closely with each client to understand their unique financial goals, risk tolerance, and overall financial situation. We then create a customized financial plan that is tailored to meet their specific needs.What is your experience and qualifications in providing financial advising services?
Our team of financial planners has extensive experience in the industry and holds a variety of professional qualifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations.What are your fees and how are they structured?
Our fees are structured based on the specific services that each client requires. We offer both fee-only and fee-based services, and our fees are transparent and disclosed upfront. We believe in providing value to our clients and strive to keep our fees competitive within the industry.Reviews
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Lindsay McCormack
My husband and I have used Mark Bastable at Templegate Financial Planning for over 16 years, beginning when we started a family. We have benefitted from advice and assistance in remortgaging, life insurance, critical illness cover, and setting up trusts. Mark's advice is always balanced and helpful, and we will continue to use him.
15-05-2023
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Gill Payne
Mark very quickly ascertained what was required for us and our financial status. He listens to you and is easy to talk to. His expertise gives you confidence you are in good hands. We required Equity Release. Mark soon found and organised a product that fitted the bill. He helped us at every step, and left nothing to chance. Excellent service. We will be using his services again next year for other financial matters.
08-05-2023
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Dominic Harrington
Mark has advised my wife and I through the process of buying our first house and setting up a private pension and ISA. Mark helpfully talked through the pros and cons of every decision we made, and we felt confident that he was giving us the impartial advice we needed. We were unaware of the complexities involved in everything, and Mark helped us navigate it with confidence.
28-02-2023
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Peter Page
Mark is helping parents manage an inheritance and wider finances. He organised a long-term care annuity, efficiently and involved us fully throughout. He lifted much anxiety from the household, and we now look forward to Mark’s help with everything else. Doing this review made me reflect on how burdensome constantly being asked to review every trivial interaction with a business one has become (not you or your business!). From a short taxi ride to every Amazon or Argos delivery and beyond, one can barely have a simple coffee without corporate demanding you express 15 different ways in which It was either good or bad. It was refreshing and a pleasure to want to write something supportive of someone who has made a significant difference to an enormous aspect of our lives. Something tangible and not fleeting. This is how things used to be. I can well appreciate how in your line of work reputation is everything, in a qualitatively different way to “your rubber ramp was good”.
29-11-2022
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cyrus malekpour
An excellent experience using Templegate to invest our savings in a Stocks and Shares ISA. Mark explained all the options, advising us according to our risk appetite and ethical preferences. We are really confident that our investment is in safe hands.
29-10-2022
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Joe Allnutt
Mark has advised me for a number of years and recently helped with my pension. His advice on this area was clear and importantly he helped to use understandable language when explaining the various options that were available to me. Everything was completed in a timely manner and going forward I feel in good hands for my financial needs and advice.
29-08-2022
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Josh Hern
Mark was very helpful with helping me aquire income protection insurance. Will definitely be using his services again.
29-07-2022
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Andrew Guppy
We invited Mark to assist with some financial planning. He was always willing and diligent in providing useful advice. We recommend his service
29-05-2022
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David Bull
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.
29-05-2022
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ken bowden
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.
29-05-2022
