Templegate Financial Planning Ltd - Andover

Templegate Financial Planning Ltd

Address: 46 East St, Andover SP10 1ES, United Kingdom.

Phone: 1264300125.

Website: templegatefinancial.co.uk.

Especialidades

Financial planner y Investment service con experiencia en ofrecer soluciones financieras personalizadas.

Otros datos interesantes

• Online appointments
• Onsite services
• Language assistance
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible seating
• Gender-neutral restroom
• Restroom
• LGBTQ+ friendly
• Transgender safespace
• Appointment required
• Paid parking lot

Opiniones

Esta empresa tiene 30 reviews en Google My Business.

La media de opinión es 4.9/5.

Los clientes han destacado la experiencia y la paciencia de Mark, quien ha sido su asesor financiero durante varios años. Han apreciado su enfoque directo y personalizado, que ha ayudado a lograr los mejores resultados financieros.

Mark ha demostrado ser un asesor financiero de confianza, capaz de explicar conceptos complejos de manera clara y accesible. Su profesionalismo y dedicación han ganado la confianza de sus clientes, quienes lo recomiendan sin dudar.

En general, Templegate Financial Planning Ltd ha demostrado ser una empresa sólida y confiable, con un enfoque en ofrecer soluciones financieras personalizadas y de alta calidad.

👍 Reviews of Templegate Financial Planning Ltd

Ching C.

5/5

Mark at Temple gate has been my financial adviser for many years, he has looked after my pensions getting me the best deals for my personal circumstances and goals, I am very happy to recommend him as a good financial adviser, he has a great personality and no nonsense business approach, I have very limited knowledge about finances and Mark is very patient and explains everything clearly to make sure I understand, it is reassuring to know that I am in good hands.
Mr S Coombs

Veronica T.

5/5

I have known Mark for many years now. Throughout he has been trustworthy and very patient with my questions. Over the years my needs have changed but I can still rely on Mark to find the right product for me. I am very happy with his services.

R K.

5/5

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.

Johnathan &. M.

5/5

Mark’s advice to us as first-time buyers was invaluable. He was friendly, professional, always contactable and extremely efficient, providing advice about suitable mortgages, solicitor recommendations and life insurance policies. Would highly recommend!

Lynne M.

5/5

I would highly recommend Mark. He has helped manage my pensions effectively and without additional stress. Mark dealt with pension companies and paperwork efficiently and will continue to manage my pensions in the future.

Alison E.

5/5

Mark has been my financial advisor for several years, since I needed to rationalise various pension plans. Since achieving this, we always have an annual review of my financial position. This has been of particular use following a recent redundancy, which brought my finances into sharp focus. As well as reviewing my preferred approach for investment risk/security, he ensured that the plans put in place the previous year, were providing me with the income we intended and that it was meeting my current needs.

Jim T.

5/5

We have been using Templegate Financial Planning Ltd for investment and specifically pension advice more many years.
Our pensions and investments continue to perform very well under their guidance and we will continue into the future using their financial and investment services.
The financial advice and recommenations are presented in a clear and easily understood format, with the benifits and risks of the investment covered.
We trust the advice and impatiality of Templegate Financial Planning Ltd.
Will we continue using their services into the future.
Would we recommend using the services of Templegate Financial Planning Ltd? An unreservedly big Yes!!

anita N.

5/5

Being a sufferer of discalcula syndrome I am not very good with money andI have been using. Mark Bastable for some years now as he takes the worry away . He is very patient and knowledgeable and has invested 2 large sums of money for me to provide a good income. He also sends regular bulletins and will visit your home if you can’t go to his office.