Mark Bastable

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

We needed an independent advisor to ensure we made sensible and informed financial decisions.

How has Mark Bastable helped you?

He has ensure we have made the correct financial decisions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are satisfied with the outcome

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

wanting advice about how our property and pensions could facilitate us in the future

How has Mark Bastable helped you?

by giving clear unbiased advice about our options in a friendly manner

Have you seen the outcome you were hoping for?

We are still considering the options put to us

What could they have done better?

It was all satisfactory

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Reached my early 50’s without any professional advice and wanted a ‘health check’ on my pension and savings with some advice on sensible planning for my retirement in 10 years.

How has Mark Bastable helped you?

Pension transfer and planning. ISA advice and potential investment options for me and my wife going forward.

Have you seen the outcome you were hoping for?

We’re an early stage but I’m very happy worth the service and advice i have received so far.

What could they have done better?

Nothing

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

We were looking to do Equity Release initially, this requiring specialist advice. As we were progressing with this process, we realised that Mark could offer us professional advice in other financial areas.

How has Mark Bastable helped you?

Mark was able to guide us through the Equity Release process with success. I have just bought a lifetime annuity with Mark’s help. He explained everything simply but thoroughly, handled all the forms and “bumpf”, and was able to get me a good deal. Along the way he has given us ideas as to investments and savings which we will action in the future with his help.

Have you seen the outcome you were hoping for?

We had an excellent result re the Equity Release, and I am very happy with the pension deal.

What could they have done better?

Nothing. He knows his stuff.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Set up a pension

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Yes

Mark's reply

Thank you so much for the review Alex.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Initial circumstances were pension management

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Yes

Mark's reply

Thank you Alison, always appreciated!

Review from verified client

September, 2023

What were the circumstances that caused you to initially look for an adviser?

Future planning for long term care for elderly parents

How has Mark Bastable helped you?

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 best for them as is possible. Mark is very methodical & obviously very knowledgeable regarding this area, so after initial fact finding he simplifies & explains clearly the various financial options available to us. Communication is excellent with regular emails from Mark which is very reassuring. I find the 2Plan portal excellent, keeping all the documentation easily accessible in one place. I will not hesitate in recommending Mark, which includes to members of my own friends & family.

Have you seen the outcome you were hoping for?

This is currently on going as parents still living in their own home for now, but as up to date as can be so far

What could they have done better?

Nothing really

Mark's reply

Thank you Steve, always appreciated!

Review from verified client

September, 2023

What were the circumstances that caused you to initially look for an adviser?

Planning for our future retirement and ensuring that we have sufficient pension plans in place to meet our needs.

How has Mark Bastable helped you?

In the ever-changing world of pensions, regulations etc., we value Mark's advice and expertise in ensuring our money remains safe whilst making some growth based on our attitude to risk and future goals. With an annual review we can be assured that our portfolio is regularly managed, reviewed and tweaked as necessary.

Have you seen the outcome you were hoping for?

Yes, we are generally 'Cautious' investors and Mark always ensures our investments are placed in a spread of funds to ensure we have a balanced portfolio to meet our future goals.

Mark's reply

Thank you Sue, always appreciated!

Review from verified client

August, 2023

What were the circumstances that caused you to initially look for an adviser?

We have some rental properties and limited pensions and savings, so needed advise on how to maximise and protect what we have and

How has Mark Bastable helped you?

My wife and I met Mark through a recommendation which came highly and didn’t disappoint. He went through our investments and finances in detail and helped us to understand so much more of what we had, our potential liabilities (present and future) and offered rounded and balanced advice. He highlighted and explained issues we would never have previously been aware of, whilst offering various solutions throughout. We both sort of shut down when talking financial planning, but Mark managed to keep it clear, fresh and understandable. He was also adept at recognising when our brains had reached their limits. His knowledge is extensive and thorough, as he helped us with ISAs, property, IHT and more. He also has a range of professional contacts who can advise more on subjects not covered by his expertise. Mark is a very professional, helpful, and likeable guy who has proved to us his integrity and desire to help is his overriding raison d’être.

Have you seen the outcome you were hoping for?

So far so good and confident his advice correct for us

What could they have done better?

N/A

Mark's reply

Thank you Pete, always appreciated!

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Had money to invest for the long term.

How has Mark Bastable helped you?

Mark has advised and provided financial support to me and my wife for many years. He has advised us about pensions, life cover, critical illness cover, stocks and shares, savings advise and income protection. Our latest and very important financial advice has been on my pension drawdown which Mark has handled with the upmost professionalism and now I find that I am in a comfortable position. He has talked us through the pros and cons of any decision that we have made and always thoroughly researches the best outcomes for us. We have found him to be very knowledgeable, highly qualified, and reasonably priced for his services that he has offered us and would not hesitate to recommend him to our family and friends. Undoubtedly, we would not have the safe financial future that we now have without his significant financial advice.

Have you seen the outcome you were hoping for?

We have seen the outcome that we were hoping for.

What could they have done better?

We do not believe that anything could have been done better.

Mark's reply

Thank you Dave, always appreciated!

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

We needed someone who understood investments and could provide independent advice.

How has Mark Bastable helped you?

Mark has been our trusted adviser for many years and we have no hesitation in recommending him. Following his advice, we have moved our ISA portfolio to a different provider to get a better deal and bought into AIM shares to reduce our IHT liability.

Have you seen the outcome you were hoping for?

Too early to say, but hopefully we will.

Mark's reply

Thank you Margaret, always appreciated!

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

We were looking for Equity Release. There is a lot of choice out there, but we felt that we would prefer someone local if that was possible.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Yes indeed we have.

What could they have done better?

Nothing. We had all the help and guidance we needed and everything went as smoothly and quickly as it could

Mark's reply

Thank you Gill, always appreciated!

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

Moved back to the UK from the USA, looking to buy our first house.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

We have successfully bought a house!

Mark's reply

Thank you Dom, always appreciated!

Review from verified client

January, 2023

What were the circumstances that caused you to initially look for an adviser?

I began to look for advice in my mid thirties with a view to planning early retirement in my early sixties

How has Mark Bastable helped you?

My wife and I have been using Templegate since Mark started the business some 20 years ago. In that time we’ve taken advice with regard to mortgages, insurance, investments and pensions. Most recently we’ve used Templegate’s services to advise on and activate my pension as well as for our ISA investments. We regularly meet both face-to-face and virtually to keep track of our ongoing financial requirements based on current circumstances. We have always felt comfortable with using the services provided by Templegate and can keep up to date with our portfolio via the excellent 2Plan portal. Gary Smith – Oxfordshire

Have you seen the outcome you were hoping for?

Most definitely, I've been able to meet my goal of early retirement

Mark's reply

Thank you Gary, always appreciated!

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

Annuities for my parents

How has Mark Bastable helped you?

Having contacted a number of Independent Financial Advisors, including my parents long standing personal advisor in their home town, we decided to investigate other options for a more effective outcome. Because Mark is both knowledgeable, reasonably priced and highly qualified to advise on annuities , we knew that he would be fair and able to guide us through the annuity matrix. Thanks to Mark, the annuities are now both well established. Furthermore, Mark exceeded our expectations at all levels and this has reduced the level of stress and worry. His communication skills are highly developed and effectively deployed. An excellent and very efficient service Thank you

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

It was all perfect

Mark's reply

Thank you Mary, always appreciated!

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

Inheritance. Needing long term financial investment advice.

How has Mark Bastable helped you?

Mark continues to offer astute and measured financial advice helping us save for our future. He clearly explains the products that best suit our current circumstances and is always available to answer questions that arise.

Have you seen the outcome you were hoping for?

Yes but it is a long term investment.

Mark's reply

I have not asked you to recommend me to people you know because I do not want to be that 90s salesman. I would like to think you would put me forward when in conversations with people.

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

When I left a company after 20 years that had a final salary scheme and went to another company with limited pension facilities. So needed independent advice for pension planning.

How has Mark Bastable helped you?

We have used Mark as our Independant Financial Advisor for decades now. We always feel relaxed and confident in his advice which comes from his extensive experience in the financial industry. Mark will always take his time in explaining his advise and some of the technicalities involved, by going over things carefully until we get the principals involved. We would highly recommend Mark to anyone for advice required on financial matters and have done so in the past and will always do in the future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Mark's reply

I really appreciate your review Ken! :-)

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

With an endowment policy maturing and a mortgage we approached Mark to improve our situation which he did very successfully ending the mortgage term well ahead of expectation.

How has Mark Bastable helped you?

I would like to endorse Mark for advising us on vastly improving an existing mortgage and completing it in a much shorter time. So it was natural to recently approach Mark for further advice, this time dealing with retirement pensions nearing maturity

Have you seen the outcome you were hoping for?

Pension advice is ongoing with further advice and relocation of funds still to carry out in the near future, so working on an equal or better outcome with more security in uncertain times has to be good IMO

What could they have done better?

Currently happy with all that has been done so can't really add to that question

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

A coincidence of an inheritance and need for care for my parents made us realise we needed help to plan our futures

How has Mark Bastable helped you?

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 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”.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

My father received an inheritance, and we realised we had no real grip on that or his wider finances.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

August, 2022

What were the circumstances that caused you to initially look for an adviser?

Mortgage advise and long term financial advise

How has Mark Bastable helped you?

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 availble to me. Everything was completed in a timely manner and going forward I feel in good hands for my financial needs and advice.

Have you seen the outcome you were hoping for?

yes. the long term prospects of pension advice and future planning are heading in the right direction

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

Needed professional advice to invest a lump sum for the long term.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Our aims were to generate a return greater than inflation. This has been achieved.

What could they have done better?

Nothing

Review from verified client

July, 2021

What were the circumstances that caused you to initially look for an adviser?

Long term financial planning initiated by inheritance.

How has Mark Bastable helped you?

Mark has provided excellent financial advice to my wife and I over the last 7 years. The decisions we make are well explained and always in our best interest based on our detailed discussions. Mark prides himself on knowing our long term financial goals and as such can always explain the best course of action. I go to Mark when making any significant financial decision as I feel comfortable he will listen and advise accordingly. The benefit of Mark’s good financial advice and planning helps give security and confidence for our future.

Have you seen the outcome you were hoping for?

Long term goal but yes so far so good.

What could they have done better?

N/A

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

arrival back from the far east.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

so far - yes, it is also an ongoing relationship

What could they have done better?

so far nothing

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

Common sense if you want the best out of your investments.

How has Mark Bastable helped you?

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

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can’t think of anything.

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

After returning from the Far east we needed to invest in medium term products which would fill our requirement of moderate safety with growth potential. We approached several companies before we spoke to Mark and the difference was immediately obvious - his advice was far more in line with our expectations.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Our ongoing goals have all been reached so far and we see no reason why that should not continue.

What could they have done better?

We feel nothing really - he has fulfilled all our needs so far.

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

Rather than rely on our limited knowledge, we looked for expert advice.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

We wanted to re mortgage & staircase our percentage of our shared ownership flat.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really.

Repeat review from verified client

April, 2021

This review is a follow-up review from a client who left a review previously.

How has Mark Bastable helped you since your last review?

Mark has continued to give us sound advice to make the most of our money. I would not hesitate in recommending him to others.

Review from verified client

March, 2021

What were the circumstances that caused you to initially look for an adviser?

We had investments that had not had the benefit of ongoing advice for many years

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2021

What were the circumstances that caused you to initially look for an adviser?

I am downsizing and had sold my house so had some capital.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Not yet, but I am hoping too

What could they have done better?

Can't think of anything.

Mark's reply

Thank you Hilda - really appreciated! :-)

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

We went bankrupt in 2013 and sold our home and have been renting ever since the opportunity came up to buy our rental home

How has Mark Bastable helped you?

The service and personal attention my husband and I received from Mark Bastable of Templegate financial services was way beyond what we were expecting. His knowledge of his job and commitment to finding us a mortgage with the best rate helped us buy the home we were renting. My husband and I went bankrupt in 2013 and lost everything due to the recession, we never thought it would be possible to get back on the property market. Mark was confident from the off and that this was something he could achieve...and he didn't let us down. He was with us every step of the way and would respond to every email I sent quickly and efficiently. Mark came highly recommended from a family member and would recommend him to anyone trying to get a mortgage. Justine and Ken Harris Proud houseowners.

Have you seen the outcome you were hoping for?

Yes !!!!!!

What could they have done better?

Nothing Mark was amazing

First impression from a user who is not yet a client

January, 2021

Please provide a brief comment about your experience with Mark

Mark is very patient with explaining his proposals, he is very quick to pick up on issues that may arise and generous with his time and advice. I have felt very comfortable with him.

Mark's reply

Thank you Hilda. Your feedback is much appreciated and valuable.

Repeat review from verified client

December, 2020

This review is a follow-up review from a client who left a review previously.

How has Mark Bastable helped you since your last review?

Great service on various jobs

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

We had a lump sum to invest

How has Mark Bastable helped you?

He suggested tax efficient products for long term investments.

Have you seen the outcome you were hoping for?

We are pleased with the return on our investments. We have been with Mark for a number of years.

First impression from a user who is not yet a client

November, 2020

Please provide a brief comment about your experience with Mark

Would recommend

Mark's reply

Thanks Alan. Much appreciated!

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

Arranging a Mortgage, Life Insurance and investing some inheritance.

How has Mark Bastable helped you?

Mark arranged our mortgage, helped with our investment planning and sorted suitable Life Insurance.

Have you seen the outcome you were hoping for?

Certainly with the mortgage and so far with the investment, although that is a long term plan.

First impression from a user who is not yet a client

November, 2020

Please provide a brief comment about your experience with Mark

Mark was succinct in his initial presentation and I look forward to working with him in the future.

First impression from a user who is not yet a client

November, 2020

Please provide a brief comment about your experience with Mark

Mark is such a lovely guy and puts your worries at ease.recommend him 100%.

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

Required mortgage

How has Mark Bastable helped you?

Advised on best mortgage products available to us and helped find suitable options during COVID pandemic.

Have you seen the outcome you were hoping for?

Yes

Mark's reply

Thanks you Laura. Really appreciated. ?

First impression from a user who is not yet a client

October, 2020

Please provide a brief comment about your experience with Mark

Relaxed, friendly, patient & efficient. Knows his stuff.

Mark's reply

Many thanks Nick and Candice. I hope I manage to pull of the task you have entrusted me with! :-)

Review from verified client

August, 2020

What were the circumstances that caused you to initially look for an adviser?

Retirement and investment

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

May, 2020

What were the circumstances that caused you to initially look for an adviser?

Holding investments that had never been reviewed by an IFA

How has Mark Bastable helped you?

My wife and I have been receiving advice on investments from Mark for 5 years which he reviews on a yearly basis recommending adjustments when required. The subsequent performance has always been in line with expectations. We find Mark to be professional,open,honest and is always prepared to offer clear and understandable explanations. Even in this present difficult climate we retain faith in his advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

May, 2020

What were the circumstances that caused you to initially look for an adviser?

We each have competencies; in the complex world of finance it is wise to have an independent financial adviser.

How has Mark Bastable helped you?

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 and competency of his work I would fully recommend Mark to anyone who values the qualities of honesty, integrity, reliability and trust.

Have you seen the outcome you were hoping for?

Yes. I have never been disappointed or lacked trust in the financial advice Mark Bastable has provided.

What could they have done better?

Very little could be improved although more cake is always appreciated.

Review from verified client

April, 2020

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Yes until the Coronavirus. Now waiting for the slow upturn

Review from verified client

March, 2020

What were the circumstances that caused you to initially look for an adviser?

Needed independent advice to make the best use of our money.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Yes, whilst appreciating that savings can be badly hit by events such as Corona Virus.

Review from verified client

January, 2020

What were the circumstances that caused you to initially look for an adviser?

I needed Pension advise. My previous advisor was not living locally.

How has Mark Bastable helped you?

I contacted Mark because I needed Pension advice. After meeting with me and understanding my attitude to Risk Mark advised me on investing my 'Pension Pot'. The following year my attitude to risk had changed, I'm a bit closer to retirement age. Mark met with me and talked through the new investment plan he was advising me to move to. He took the time to talk through the potential benefits and risks of each part of the new plan. Mark also advised me of my options for when I decide to use my Pension savings. Some options I wasn't previously aware of. During our meetings I haven't felt rushed. I've felt comfortable asking questions that I felt would be common knowledge and that I should already know the answers to.

Have you seen the outcome you were hoping for?

To date, yes. I only gave 4 stars because my investments are on going.

Review from verified client

December, 2019

What were the circumstances that caused you to initially look for an adviser?

Retirement and the need to prudently invest some of my pension lump sum.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

I have achieved my goal of investing money, but it is too early to realise the longer term outcome.

What could they have done better?

Quite honestly, I don't think Mark could have improved significantly in any aspect of his service.

Mark's reply

Thanks very nice of you to say so Maurice.

Review from verified client

September, 2019

What were the circumstances that caused you to initially look for an adviser?

I had 3 different pensions and thought it was about time I checked that they were performing as well as they should.

How has Mark Bastable helped you?

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. Stewart Coombs, Basingstoke.

Have you seen the outcome you were hoping for?

Yes very satisfied.

What could they have done better?

I cannot fault the advice I have been given so far.

Review from verified client

September, 2019

What were the circumstances that caused you to initially look for an adviser?

I had no idea how to handle money and thought it would be best to have some help and advice.

How has Mark Bastable helped you?

Mark has been my adviser for 12 years now. He has continued to give good advice which is pertinent to my situation even though it has not been beneficial to him. I wish GPs and other professionals would be so willing to give advice!

Have you seen the outcome you were hoping for?

Yes. I wanted some help with planning a secure retirement financially and I think I am seeing the results.

Review from verified client

April, 2019

What were the circumstances that caused you to initially look for an adviser?

I went self employed

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Too early to say

Mark's reply

Thank you, that is really appreciated!

First impression from a user who is not yet a client

March, 2019

Please provide a brief comment about your experience with Mark

I have only met Mark once so my rating is untested, but he seemed helpful and to understand my requirements. I look forward to working with him.

Mark's reply

Thank you Pippa, that was very kind of you.

Review from verified client

February, 2019

What were the circumstances that caused you to initially look for an adviser?

I had to take early retirement due to ill health and needed to review pension arrangements.

How has Mark Bastable helped you?

He advised on general investments and pensions

Have you seen the outcome you were hoping for?

The pensions were combined where possible and investments moved to a platform with lower charges

What could they have done better?

Check on actions taken by administrative staff as these were sometimes done incorrectly or not at all

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

Mark has been my family's financial adviser for many years. I started using his services at age 18 when he advised me on pensions.

How has Mark Bastable helped you?

Mark has advised me in setting up a pension, S&S ISA, mortgage and life insurance.

Have you seen the outcome you were hoping for?

yes, the products recommended/chosen regularly update me on their growth and development. they are all performing as expected.

What could they have done better?

Been clearer with information when comparing multiple products. Emails aren't always laid out in an easy to read way.

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

Just wanted to make sure that I am making the most of my money and have adequate cover in place to ensure my children can be cared for in the future

How has Mark Bastable helped you?

Honest and thorough review of my finances, explanation of the products and services available that I could consider and how these might work for me. projections and recommendations based on what i want rather than what he thinks i should have, also taking into account my views on risk rather than making assumptions.

Have you seen the outcome you were hoping for?

Yes, i have cover in place which protects both me and my family and also have seen my investments grow in the time they have been in place.

What could they have done better?

Nothing, we review my situation yearly and i am confident that he would be in touch if anything needed to change before this time.

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

I had a little money to invest.

How has Mark Bastable helped you?

He chose the right investments for me and explained everything carefully.

Have you seen the outcome you were hoping for?

I am pleasantly surprised by the outcome.

What could they have done better?

I don't know. He is the financial advisor and I am not. I am very happy with what he does.

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

We needed advice on investing a lump sum for long term growth.

How has Mark Bastable helped you?

We have invested through Mark Bastable for a number of years. He carries out an annual review taking into account any changes in our personal circumstances and approach to risk. Mark provides an explanation of how our investments have performed during the previous year and makes recommendations for the future.

Have you seen the outcome you were hoping for?

This year he recommended a change in our portfolio in order to minimise our ongoing costs and better reflect our investment needs. He always explains in simple language the reasons for his recommendations and the investment objectives. We have confidence in his recommendations and have recommended his services to others.

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

Mark has been my financial adviser for over 20 years. I wanted to start thinking about my long term future when I had children.

How has Mark Bastable helped you?

Mark listened to what we wanted to achieve, discussed and explained our options and supported us to implement our choices

Have you seen the outcome you were hoping for?

Over the long term we are in a much better place financially.

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

Due to poor health I decided to retire at 58 and as such asked Mark to develop my retirement plan based upon the information I provided.

How has Mark Bastable helped you?

Mark provided a number of options that had been developed as possible solutions to my retirement and after discussing these with Mark we decided on and implemented the preferred course of action.

Have you seen the outcome you were hoping for?

The outcome has been realised with the lump sum being paid in January 2019 and the monthly payments commencing in February 2019.

What could they have done better?

As far as I am concerned Mark covered all of the basis specific to my situation and requirements.

Review from verified client

January, 2019

What were the circumstances that caused you to initially look for an adviser?

Buying a new house, need to secure let to buy mortgage on existing property and starting pension scheme

How has Mark Bastable helped you?

Mark was always very responsive and provided quality advice to help me through the difficult process of house purchase. He also supported me through the setting up of a new pension fund - helping me to understand in full my attitude to risk and to consider that against the overall pension opportunities

Have you seen the outcome you were hoping for?

Apart from excellent advice given, Mark was so approachable and responsive to my communication. This made sure that everything progressed smoothly and in a timely fashion

What could they have done better?

nothing that I can think of

Review from verified client

December, 2018

What were the circumstances that caused you to initially look for an adviser?

Having very little understanding of pension jargon I decided it was time I sought professional help to make sure my finances were in the best shape.

How has Mark Bastable helped you?

Mark gave me very clear information as to what was and what not was the best way to manage my pensions.

Have you seen the outcome you were hoping for?

Early days yet but I am confident I made the right choice

What could they have done better?

A little clearer about initial cost, but when explained was fair.

Mark's reply

The cost was initially based on a % of the monies invested, but was at the presentation meeting to a fixed cost as we thought what was a fairer way to proceed.

First impression from a user who is not yet a client

August, 2018

Please provide a brief comment about your experience with Mark

I found Mark to be very helpful and candid. He did not use jargon or attempt a "hard sell". I was impressed by his professionalism and the fact that he went that "extra mile" to provide detailed information in answer to my enquiry. Altogether, Mark is an impressive individual who stood out as an example of exactly how an independent advisor should conduct themselves - something not always evident in the financial services industry!

Mark's reply

Hello David Many thanks for the feedback. Would you mind if I left it on my website - it would stay there for about 12 months. https://www.templegatefinancial.co.uk/about-us/testimonials

Review from verified client

April, 2018

What were the circumstances that caused you to initially look for an adviser?

Professional advice required.

How has Mark Bastable helped you?

Unbiased advice with his long term experience.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

April, 2018

What were the circumstances that caused you to initially look for an adviser?

On-going assistance with my investment & retirement planning.

How has Mark Bastable helped you?

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.

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.

Review from verified client

February, 2018

What were the circumstances that caused you to initially look for an adviser?

Needing advice on personal pensions when I left a company scheme.

How has Mark Bastable helped you?

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.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

January, 2018

What were the circumstances that caused you to initially look for an adviser?

We needed advice as first time buyers around mortgages and related insurance policies.

How has Mark Bastable helped you?

Mark recently offered us advice on mortgage and related insurance products. We were extremely grateful for his quick turn around and how thoroughly he explained the products to us which, as first time buyers, we had no previous experience or understanding of. The advice we were given was so helpful in understanding the mortgage market and the types of insurance products that we have to choose from. We wouldn't hesitate to recommend Templegate and would certainly call Mark first on any other financial issues we came up against.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

January, 2018

What were the circumstances that caused you to initially look for an adviser?

I reached retirement date for my existing pension. I'm not ready to retire and wanted advice on what to do with the fund.

How has Mark Bastable helped you?

I contacted Mark for pension advice. As part of the initial meeting Mark discussed the different types of pensions and various options available he also spoke to my current pension provider and asked for a breakdown of costs. I decided that I would like to Mark to look into reinvesting my pension. I was glad that our meeting was at home, I didn't have the answers to the financial questions so found it convenient to look up the relevant paperwork. Mark was very patient whilst I dug around in various folders. I decided to take Mark’s advice and transfer my two existing pensions. Mark set up the new policy and took care of the transfers. He kept me informed of each step.

Have you seen the outcome you were hoping for?

My pension has been transferred to another sceme. It's too early to judge.

Review from verified client

December, 2017

What were the circumstances that caused you to initially look for an adviser?

We have recently retired and needed advice on how to deal with the monies paid out by our pension schemes and a mortgage endowment plan. Mark has been our financial adviser for some years now and it really helps to deal with someone who has made it his business to understand both our financial situation and our lifestyle aspirations.

How has Mark Bastable helped you?

Mark provided advice on how to handle the monies paid out from our pension and endowment plans, helping us to allocate these between immediate, short- and long-term spending needs. We are satisfied that the ISA investments advised for the long-term funds provide the right balance between our attitude to risk and the generation of growth for future income.

Have you seen the outcome you were hoping for?

Mark was professional and thorough but friendly when conducting our financial review. The documentation supporting our investment choices was clear and easy to understand.

What could they have done better?

Mark's initial advice on investing the long-term funds in a pension pot turned out not to be viable for us but we are happy with the ISA investments we have made.

Review from verified client

December, 2017

What were the circumstances that caused you to initially look for an adviser?

We had pension lump sums and other savings which were primarily in cash ISAs and wanted to look for a greater return.

How has Mark Bastable helped you?

My wife and I have employed Mark for over five years to manage our investments. We have always found him thorough and professional and are continually impressed with his patience in dealing with awkward questions and explaining abstruse financial terms and processes. His commitment to providing a professional service is illustrated by the speed with which he often replies to emails late in the evening. As part of his service, Mark reviews our attitude to risk on an annual basis and rebalances our portfolio to ensure maximal performance. He recommended and subsequently arranged this year to switch our investment platform to another provider in order to reduce ongoing costs. Overall, we have always found Mark to be thoroughly honest, approachable and effective and have no hesitation in recommending him to others.

Have you seen the outcome you were hoping for?

Yes. The return over the past five years has been far greater than negative returns on cash.

What could they have done better?

Nothing particular to add here.

Review from verified client

December, 2017

What were the circumstances that caused you to initially look for an adviser?

Having recently retired & had a spell in hospital. I felt I needed to make sure my financial situation was in order.

How has Mark Bastable helped you?

Mark met with me, my daughter & son in law to discuss my options, following my decision to reinvest the funds from an old workplace pension plan. We discussed my current financial circumstances, risk aversion & future plans for me & my family. Mark talked me through my various potential options & then subsequently came back to me with several options for further discussion. Once I had decided on the plan I wanted to proceed with, we had a couple more meetings to complete the formal paperwork, plus to sort out a short delay in the receipt of the funds, from my original provider. Mark kept both me & my daughter informed at every step of the process & I would have no hesitation in recommending him in the future to friends & family.

Have you seen the outcome you were hoping for?

Yes, completely satisfied.

What could they have done better?

I believe the only delays were caused by third parties & perhaps these could have been picked up & dealt with possibly faster.

Review from verified client

December, 2017

What were the circumstances that caused you to initially look for an adviser?

Had money in a building society earning little interest.

How has Mark Bastable helped you?

We met with Mark for the annual review of our investments. Prior to the meeting we filled in a questionnaire to assess any changes to our attitude to risk. Mark went through the outcome of the questionnaires with us to ensure that we were comfortable with the level of risk. As a consequence he advised us to switch our investments to a different provider that better suited our needs. The switch was carried out seamlessly. Mark gives clear explanations of the products and reasons for his advice. We would recommend his services for those who are not familiar with financial investments.

Have you seen the outcome you were hoping for?

The returns on the investments have been significantly greater than keeping the money in a building society while the increase in risk is acceptable.

First impression from a user who is not yet a client

November, 2017

Please provide a brief comment about your experience with Mark

Excellent . Very knowledgeable and good explanations. We plan to have next meeting mid -dec.

Mark's reply

Thank you Richard, that was very kind of you.

First impression from a user who is not yet a client

November, 2017

Please provide a brief comment about your experience with Mark

Excellent . Very knowledgeable and good explanations. We plan to have next meeting mid -dec.

Review from verified client

October, 2017

What were the circumstances that caused you to initially look for an adviser?

Investing savings; arranging a mortgage; transferring a pension.

How has Mark Bastable helped you?

Mark Bastable has been our financial adviser for more than 10 years; during this time we have received regular advice on personal finances and most recently on company pensions. Mark offers fair and balanced financial advice which he takes care to deliver in a clear and easily understood manner; he has demonstrated on many occasions that he has maintained a detailed and current knowledge of his portfolio - if he is not sure he does not bluff but checks his information before completing his advice on a later date. We believe Mark has integrity and honesty; he can be trusted to deliver the best possible financial advice. As a financial adviser he takes great care to explain the risks associated with each course of action. We have never had any reason to regret taking the advice provided; we hope Mark will continue to be our financial adviser for many years to come. I commend Mark Bastable to his employers and would strongly recommend his services to anyone who seeks honest and balanced financial advice.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

July, 2017

Please provide a brief comment about your experience with Mark

A pleasant enough introductory session but I would have preferred it if the detailed data gathering session had taken place after I had made my choice of IFA.

Mark's reply

Thank you for the feedback Ian. Not recording details at the first meeting would have reduced the quality of the initial feedback and my understanding of your needs.

First impression from a user who is not yet a client

June, 2017

Please provide a brief comment about your experience with Mark

Mark provided what I wanted: * A quick overview of finances * An indication of the areas in which he may be able to provide useful advice going forward * A clear recognition of areas that were unlikely to be of interest * A written summary of the advice he gave, which was provided extremely quickly via your website * Contact details so I can take this quick overview forward at a time that I am ready to do that - which I made clear would not be in the immediate future It was an extremely helpful offer providing a quick and free overview at a time when that was exactly what was needed. Mark quickly recognised my position and tailored his recommendations around the information provided.

Mark's reply

Thank you very much Sandy. I am glad I was happy to help and look forward to helping again if/when circumstances make it right for you to proceed.

Review from verified client

May, 2017

What were the circumstances that caused you to initially look for an adviser?

the need for unbiased independent financial advice about tax efficient pensions planning.

How has Mark Bastable helped you?

Mr Mark Bastable has provided my wife and I with advice regarding ISA’s and an open ended investment policy. The advice was clear, concise and displayed in an easy to understand format using the Templegate System. He then setup the policies accordingly. He has always been very courteous and considerate and we would have no hesitation recommending him in the future. We also look forward to his help and advice in the future.

Have you seen the outcome you were hoping for?

Indeed we have - we feel that the advice and products put in place anticipate our needs going forward.

What could they have done better?

We do not think that we could have had any better advice.

Review from verified client

May, 2017

What were the circumstances that caused you to initially look for an adviser?

My wife and I have long term investments but had not had financial advice for many years- On retirement we felt that this needed addressing.

How has Mark Bastable helped you?

My wife and I have used Mark's services for 2 years in regard to ISA investments. We have found him to be efficient, trustworthy and helpful. He provides a service that is clear and easy to understand.

Have you seen the outcome you were hoping for?

Yes- we now have a more diversified portfolio.

What could they have done better?

Nothing

Review from verified client

April, 2017

What were the circumstances that caused you to initially look for an adviser?

I was looking for a competitive re-mortgage product for our Buy to Let flat.

How has Mark Bastable helped you?

I took out a remortgage product via Templegate, with completion occurring in April 2017. I was provided with sound advice on the options available at the outset, and the application process was relatively painless, and Templegate were on hand to assist where necessary. I would recommend Templegate if you are considering a re-mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not a lot

Review from verified client

February, 2017