Mark Bastable

Mark Bastable

Templegate Financial Planning Ltd

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Andover
View location
Top Rated 2026
Verified since: October, 2016
4.8 out of 5

176 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 February 2026

    Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 December 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 8

    Qualifications Uploaded

    8 qualification certificates available to view

    Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Mark has provided information on their typical fees

    Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 27

    Positive First Impressions

    96% of users who are not yet clients had a positive first experience with Mark

    96% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 27 first impressions)

I am engaged by my clients to provide clear, unbiased, and holistic financial planning solutions from simple life assurance to wealth management and cash flow modelling via the Truth About Money Service. The initial meeting is held at my cost. As an Independent Financial Adviser (IFA), I research the whole market and bend over backwards to ensure my clients receive the best solution for them. Meetings can be held face to face in my office, online, at a client’s home or work, although the vast majority are held at my offices. My review service includes an annual meeting, so clients remain confident in the planning solutions they have in place and continue to match their ongoing needs and objectives. Templegate Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register under reference 216855. Registered Office: 46 East Street, Andover, SP10 1ES. Registered in England No. 04416499.