0330 038 8942
Based in Andover
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2016
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Mark has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 28 December 2024
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
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
26
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 26 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 26 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Mark has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 28 December 2024
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
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
26
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 26 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 26 first impressions)
I am engaged by my clients to provide clear, unbiased, and holistic financial planning solutions from simple life assurance to wealth management. 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.
Offers available through VouchedFor
Contact Mark through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Mark's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Templegate Financial Planning Ltd is an Appointed Representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. Templegate employs the services of 2plan wealth management Ltd to ensure all procedures and advice is compliant with the Financial Conduct Authority rules.