Templegate Financial Planning

read moreTemplegate Financial Planning provides individuals and corporate clients with expert investment financial advice. With our experience, we help clients to plan for today, tomorrow and the unexpected. We now serve a loyal and broad client base located across Andover, Newbury, Winchester, Marlborough, Salisbury and everywhere in between. Mark, has for many years provided us with sound financial advice with regard to investments into ISAs and personal pensions. I have no hesitation in recommending him to others.

read moreInheritance Tax (IHT) is the tax that you pay on the value of your estate on death if it exceeds a certain value. With careful planning, IHT can be considerably reduced or even removed completely, so that your loved ones can receive as much of your legacy as possible. Naturally, this is a complex area which requires careful planning and advice. Sometimes there is a need to involve other professions, such as solicitors and accountants. We will work closely with yours, or can recommend our own professional contacts for you to appoint.

read moreEquity release is a way of taking equity from your home using a lifetime mortgage. It can be an effective way to release funds to pay for care in later life, or to adapt your home so that it's suitable for home care. The funds can also be used as a way to gift money to your children. It can even be a way of increasing your income, so that funds are released annually over time, instead of in one lump sum. This form of lending is most suitable for those over 65, however, it's possible to do this if you are over 55.

read moreMark, the director of Templegate Financial Planning, has a track record as an adviser dating back to 1991 and a loyal following of clients. Clients not only stay with us for the long term, but also recommend us to their friends, family and colleagues. It's this trust that has enabled us to build up a successful practice which goes from strength to strength. We are not limited to advising on certain financial products. We have access to solutions across the whole of the market, so we can focus on what you need first, and then find the best solution to meet your needs.

read moreYou may have planned your finances very thoroughly and be having an enjoyable retirement as a result. However, even clients who have planned well can find themselves with complex requirements during retirement. You may be enjoying an active retirement whilst you're in good health and want to make sure you have the funds to continue with it. Perhaps you're slowing down and needing fewer funds as you age. On the other hand, deteriorating health may mean that you need to consider how you will fund your care.