Simon Mansell

I have worked in financial services since 1984. Many original clients and their families are still clients. As a Worcester based Independent Financial Adviser & Advisory Fund Manager I now manage funds in excess of £36 million for clients who are local, national and international. Temple Bar IFA Ltd is a member of the University College Institute of Financial Services, the professional body of The London Institute of Banking & Finance. My legal background, BA(Hons) Law degree, means we have gravitated towards inheritance tax planning, trust and estate planning and as a by-product, enjoy a strong connection with several very good national legal firms. Our investment philosophy is based on Modern Portfolio Theory (MPT), an investment theory that allows investors to assemble a portfolio of assets that maximizes expected return for a given level of risk The risk associated with the portfolio is lower or negligible if it’s diversified. This is because any loss in one asset class is likely to be offset by a gain in another asset class (which is negatively correlated). We either know a subject ourselves or know where to get appropriate advice upon that subject. The majority of our customers are normal everyday people who share one thing in common - they want the best for their family, their investments and the next generation. Knowledge is power! The more we know the more we can help our clients. It is an amazing privilege and responsibility to know so much about a client’s private affairs, their hopes and fears. We value our clients and our clients value us. Our client confidentiality is absolute. We don’t advertise, conduct telesales, or make any unsolicited calls. However, we do say to clients: If you are happy with our service don’t keep it secret! As a result of this policy nearly all of our new business is based on recommendations from existing clients. You can see what our existing clients say by viewing their own comments. Remember, these comments are "verified" by VouchedFor as independent comments direct from real clients just like you! Our business model is quite simply based on service and satisfied clients. For more information please get in touch.