Mark Bastable

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

I was approaching retirement and needed advice about my workplace pension pot.

How has Mark Bastable helped you?

I highly recommend Mark Bastable. After a detailed Financial Review, he patiently explained my pension options and advised me on tax and inheritance implications. All my emails were promptly addressed, and his responses were clear and easy to understand.

Have you seen the outcome you were hoping for?

Initial outcomes are what I expected.

What could they have done better?

Nothing that I can think of.

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

Originally we took the opportunity of using Mark sometime ago to re-mortgage and invest some money which worked very well so later on when looking at forthcoming pensions and retirement in general Mark was a natural choice.

How has Mark Bastable helped you?

Mark has advised us on several Pensions and also our financial position for some time now and will do for the foreseeable future in trying to achieve the best balance for our retirement planning

Have you seen the outcome you were hoping for?

Mark had evaluated our positions and future aspirations before coming back with advice that should improve further on earlier investments going forward which is something very reassuring.

What could they have done better?

We have been very satisfied with Mark & Templegate Financial Planning's advice so far and thus from our knowledge we can not really point to any suggestions or improvements

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

I realised that with 4 pensions just sitting there at the default portfolios that I probably should seek advice from an expert to fulfil their full potential, Mark at Temple gate was highly recommended to me

How has Mark Bastable helped you?

He has given me sound advice and invested my pensions to best meet my circumstances and goals

Have you seen the outcome you were hoping for?

Yes I feel secure that my finances have been well managed and satisfied with the results

What could they have done better?

I can not think of anything that could have been done better, I am pleased with the results that have been achieved

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

I had a sum of money held in various accounts and I wished for a long term investment plan

How has Mark Bastable helped you?

I contacted Mark for advice for the best use of an inheritance and my retirement plans. Mark was very informative and explained my options clearly and thoroughly. He responds quickly to any questions and is very customer focused.

Have you seen the outcome you were hoping for?

Absolutely. Mark is quick respond to any questions, giving clear information.

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

Looking to invest some inheritance and planning for retirement.

How has Mark Bastable helped you?

Mark has been our financial adviser for several years and continues to offer an excellent level of guidance and support. Specifically, he has helped with mortgage and investment advice taking into consideration our long term retirement objectives. We continue to use Mark's services as he understands our financial circumstances and explains how best to achieve our future goals. The advice Mark provides continues to keep us informed and we feel he is always looking at the best strategies to help our investment grow.

Have you seen the outcome you were hoping for?

So far we have seen the sort of growth we hoped for when setting up the investment. Obviously though the outcome is a long term goal.

What could they have done better?

Nothing really as Mark is always available to answer our questions and he would reflect and advise accordingly.