Simon Mansell

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

Estate Planning and Pension Planning

How has Simon Mansell helped you?

I was referred to Temple Bar Independent Financial Advice Ltd in 2017 by a close friend who I know and trust. We embarked upon Estate Planning and Pension Planning and each year I am invited to an annual review. I have been quite relaxed over these review because my financial planning is robust and does not require constant adjustment. I recently accepted a review invitation and completed a new Risk Assessment which has resulted in an adjustment. In addition and outside of the technical areana, I was grateful to be the beneficiary of some "common sense" which has helped me evaluate several issues I was perplexed over.

Have you seen the outcome you were hoping for?

yes Simon was very helpful and gave me good advise.

What could they have done better?

Nothing the office is always helpful and gives good advice.

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

The wish to plan successfully for retirement

How has Simon Mansell helped you?

We have dealt with Temple Bar since 2009 as trustees of my late parents and more recently in our own personal capacity. From start to date we are unable to find fault with the service standards displayed by this firm which are excellent.

Have you seen the outcome you were hoping for?

Yes

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

My late Mother needed help with sorting her finances and Simon had been recommended to her .

How has Simon Mansell helped you?

We first started dealing with Temple Bar in 2016 in our capacity as trustees for my late mother. During that time all parties have benefited from the clarity of advice received. My mother took great comfort from her dealings with Simon and now that she has passed we are looking to our own financial affairs with the same group.

Have you seen the outcome you were hoping for?

Not entirely, as our dream was to purchase a smaller second residential property for the family , however Simon has brought us up to date with the current market situation , explaining the positives and negatives following a change of government which has now altered our long term views .

What could they have done better?

Nothing to improve as a financial adviser.

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

Circumstances

How has Simon Mansell helped you?

We have used Temple Bar IFA Ltd since 2013, following an introduction from our family solicitor. We have been extremely happy with this firm. To express this in another way we consider Temple Bat not just our financial adviser but our "adviser". Recently we were the subject of scam call and our first port of call for advice was Temple Bar. Immediately they offered advice and remedial action. Thank you Temple Bar, you are always on call and instructing you as our advisers was one of our better moves.

Have you seen the outcome you were hoping for?

Yes

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

Pension advice

How has Simon Mansell helped you?

We have been clients of Simon Mansell of Temple Bar IFA Ltd for many years and have taken and followed his advice over life pensions and investments and further over Will Planning and Powers of Attorney. On the basis of our findings and entire satisfaction we have been happy to recommend Simon to friends and family all of whom have repeated our experience. Temple Bar have contacted us every year, sometimes twice yearly on my and my husbands birthdays with the offer of a financial review. Throughout the year we are also contacted with topical news bulletins on those areas of more general interest. At times of worry and concern when investment markets were turbulent we were always counselled with his consistent message, investments are a "marathon not a sprint" and indeed this has proven to be the case. We feel we have been well and consistently advised.

Have you seen the outcome you were hoping for?

So far so good

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

To consolidate all my various Company Pensions into One manageable Portfolio and Plan for my Retirement

How has Simon Mansell helped you?

Since 2011 with Simon and Louise I have had every faith in Pension Planning for the Future which is here Today, Solid professional advice and simplify a myriad of difficult pensions which I did not understand. Also two Powers of Attorney both Fiscal and Health are now in place to set my mind at ease into the future. When recently taking a Lum Sum both He and Louise made the transition seamless and easy, All Good

Have you seen the outcome you were hoping for?

Yes, The outcome has resulted in a 100% Satisfaction

What could they have done better?

Im unable to think of anything that would have been better, Keep up the Good Work

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

I have dealt with Simon regarding pensions and financial planning since 1988 and have found his advice invaluable. I trust Temple Bar completely and during a recent financial review, Simon discovered that a critical illness life policy which I have owned for many years was payable to me in full due to a recent illness that i had suffered. Had I not had this review with Simon I would never have known about this and I received a substantial sum as a result.

How has Simon Mansell helped you?

I have recently become the beneficiary of a substantial payment facilitated through Simon Mansell of Temple Bar IFA Ltd. I want to share with the reader my exceptional experience in dealing with this exceptional firm. Firstly, I owe a debt of gratitude for their insightful advice. Secondly, I appreciate their persistence in ensuring I participated in regular reviews, which I might have neglected on my own. Thirdly, I commend the tenacity of Temple Bar and their staff, particularly the highly efficient office manager Louise, in pursuing my claim. A special note to the reader: As a director of my own Limited Company and with a lifetime of experience dealing with customers and suppliers, I can confidently say that the services provided by Temple Bar—from Life Insurance, Pensions, and Investments to Estate Planning—are exemplary. I consider myself fortunate to have encountered such a high level of excellence. If you are contemplating a new adviser, I can only share my experience: I have found a rare commodity in Temple Bar, and that commodity is excellence. I hope you recognise the potential value on offer from Temple Bar and the value they could offer you and your family. Warm regards, MARK

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing at all

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

Needing to understand the part-withdrawal options from my current investment.

How has Simon Mansell helped you?

Simon was able to explain patiently the ‘mechanics’ of this and implement the agreed course of action.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

To consolidate various Pensions into one manageable portfolio

How has Simon Mansell helped you?

In Pension Planning for the Now Future which is here Today, and sound professional advice from a continued difficult to understand financial pension industry

Have you seen the outcome you were hoping for?

Yes, Results have been very good and reached my expectations

What could they have done better?

Nothing, Keep up the Good Work

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

Simon has been our advisor for many years. We had no hesitation in contacting him for further advice regarding pensions and investment of an inheritance.

How has Simon Mansell helped you?

Simon listened to our issues and presented us with clear options. Everything has been clearly explained and any queries answered.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can’t think of anything.

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

needed advice on obtaining funda for an operation.

How has Simon Mansell helped you?

contacted one of my one of my investment companies to obtain funds.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing excellent service.

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

improvement of investments

How has Simon Mansell helped you?

good advice and prompt service

Have you seen the outcome you were hoping for?

not yet to soon

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

The time had come to seek expert advice about pension and investment management

How has Simon Mansell helped you?

Simon assisted with consolidating my pension arrangements and transferring my ISA portfolio

Have you seen the outcome you were hoping for?

Yes

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

Investment

How has Simon Mansell helped you?

Added to existing investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I have known Simon for many years and he has been advising me during that time

How has Simon Mansell helped you?

Simon has sorted out all my pensions into one and also helped my wife and I to put our house in trust for the children's future. when we decided to do that we also got new wills done along side 2 sets of powers of attorney one for health and the other for finance.

Have you seen the outcome you were hoping for?

It took 7 months to sort out all of them, but it was always under the control of Simon and Louise and went very smoothly and we know have total peace of mind.

What could they have done better?

Simply nothing.

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

Financial planning and long term care.

How has Simon Mansell helped you?

Simon continues to advise in a professional manner in the direction we need to go . He always gives an honest approach to the issues that need addressing.

Have you seen the outcome you were hoping for?

Yes we have but unfortunately the world has somewhat had an impact.

What could they have done better?

Nothing.

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

Inheritance of parents estate, the need to consider ahead of time possible long term care and investments and savings.

How has Simon Mansell helped you?

Provided clarity and evaluation of options to allow informed decisions to be made.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very little.

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

Looking for long term investment, inheritance and will planning. Long term care for grand parents etc

How has Simon Mansell helped you?

We looked into all aspects and prefered ways to invest, will planning and asset protection.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, we continue to monitor all aspects and get great advice from Simon.

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

we were recommended to him several years ago

How has Simon Mansell helped you?

pensions and investments

Have you seen the outcome you were hoping for?

yes, before stock market fall.

What could they have done better?

nothing

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

Pension for retirement

How has Simon Mansell helped you?

Simon has been very honest & all advice given has been appropriate to my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

My late husband used Simon's company for financial advice with his pension and investments

How has Simon Mansell helped you?

Simon has been so helpful and professional helping sort out all my financial dealings after my husband recently passed away

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

I don't know how

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

I have been a client of Simon;s for many years I did not need to look for anyone else

How has Simon Mansell helped you?

By giving me good sound advise

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has Simon Mansell helped you since your last review?

Still have a very high regard for the services he gives

This review is a follow-up review from a client who left a review previously.

How has Simon Mansell helped you since your last review?

Simon always answers any questions we have , always giving sound advice in timely fashion and in a comprehensive understandable manner however complex the questions and governing laws may be

This review is a follow-up review from a client who left a review previously.

How has Simon Mansell helped you since your last review?

Good advice

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

Word of mouth

How has Simon Mansell helped you?

Sorted out my dad's investments and my husband pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Only on medium risk so no

Please provide a brief comment about your experience with Simon

Very good advice and highly experienced

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

Needed advice on a personal pension

How has Simon Mansell helped you?

Simon has given me good sound advice, which was very useful

Have you seen the outcome you were hoping for?

Yes I am much better informed to make decisions

This review is a follow-up review from a client who left a review previously.

How has Simon Mansell helped you since your last review?

He has kept us up to date with all of the market developments regarding our investments.

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

needed to access my old pension pots.

How has Simon Mansell helped you?

he has given advice regarding moving my pension pots to a better investment

Have you seen the outcome you were hoping for?

it was only done this week, so not yet

What could they have done better?

nothing - it was all great

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

To support and inform me with the best options regarding the future long term care of a family member.

How has Simon Mansell helped you?

Simon has expertly advised my family and I for a number of years covering the many complex areas of pensions, mortgages, investment planning, inheritance planning and long term care. Simon has suggested the necessary options both clearly and concisely. He is always at the end of the phone or an email to address concerns or thoughts, indeed he has the patience of a saint! I would whole heartedly recommend Simon’s professionalism and financial expertise.

Have you seen the outcome you were hoping for?

The process is on-going but we now have a more confident and informed approach as to the best and most favourable route forward.

What could they have done better?

Nothing. Exceptional commitment, attention and care from both Louise and Simon.

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

inhertitance and investment planning following an unexpected death of a family member- Simon was recomended to us by a friend

How has Simon Mansell helped you?

Simon has been extremely supportive, very knowledgeable and offered timely expert advice at a very sensitive time. The service Simon provided was independant and reasuring throughout and we were fully allowed time to digest information and ask further questions - which we still do now- and still recieve the high level of service we had on introduction.

Have you seen the outcome you were hoping for?

Yes the outcome and service we have recieved have been second to none

What could they have done better?

In a word -Nothing.

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

To help me through the minefield of personal financial planning.

How has Simon Mansell helped you?

I am writing this review based on my experience of Temple Bar IFA Ltd and in particular Simon Mansell. I first place pension business via Simon in 1987, and over the 35 years I can report a level of service nothing short of excellent. Those plans have come to fruition and I now enjoy a portfolio that is able to sustain me in my retirement. This excellence of the service proposition remains as high today as it has been every year.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

I wanted to investigate what options I had in managing my pension for the future and advice on transferring my existing final salary scheme to a managed fund. Some colleagues had also used Simon and recommended him to me.

How has Simon Mansell helped you?

Simon has been thoroughly professional and understood my needs. He has explained options and each step of the process really clearly and been available to help or answer questions throughout. His expertise in this field has been invaluable and I would recommend him to anyone looking for support with pensions.

Have you seen the outcome you were hoping for?

The initial transfer has been completed. Louise has been fantastic at chasing and keeping me updated at regular intervals to see this get over the line. I now look forward to seeing my investment grow!

What could they have done better?

Nothing.

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

I wanted someone to point the way ahead with my pensions and future earnings as I was only 28 at the time .

How has Simon Mansell helped you?

I first met Simon in 1988 when I started a small pension. Life and events meant we lost contact other than a few brief periods where advice was sought and always forthcoming. However Simon always maintained contact. More recently I wanted to amalgamate my affairs in my retirement and ensure my wife Christine would be best placed should premature death overtake. This involved the analysis of several pensions and a move into more suitable retirement vehicles. However, Ukraine exploded and markets became volatile. Simon immediately placed matters on hold rather that pursue switches that exposed us to risk in times of volatility. These changes have now been activated with a most satisfactory result. Our experience has been and continues to be positive and my wife and I are happy that this testimonial stands as evidence of a professional adviser that serves his clients for the long term.

Have you seen the outcome you were hoping for?

The whole outlook now is much better as lots of different pension plans are now in a much better plan and the the others are on a set time table to be taken out at my retirement age in 3.5 years should I wish. The protection this gives to my wife should I die first can't be under estimated and give's me peace of mind that she will get all the money and not lose it thought taxes.

What could they have done better?

Nothing really having completed what they stated from day one.

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

The financial nightmare of 2008.

How has Simon Mansell helped you?

Got us back on track ie Wills, POAs, Investments, Pension & Trust. Simon and Louise are easily available and nothing is to much trouble.

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

We would have liked chocolate hobnobs with our coffee☕?.

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

To help organise my mother's financial affairs, following the sudden passing of my father

How has Simon Mansell helped you?

Simon provided extensive advice that was pertent to my mother's situation

Have you seen the outcome you were hoping for?

Absolutely

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

Asset Protection

How has Simon Mansell helped you?

Simon offered financial solutions to future proof assets with valuable returns

Have you seen the outcome you were hoping for?

Yes the portfolio is performing very well

What could they have done better?

Nothing the service has been very professional and all questions are answered in a timely manner

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

We wanted someone to talk to about options and be able to highlight any risks in the ideas which we had.

How has Simon Mansell helped you?

Simon has a great approach, he was able to understand our needs and motivations quickly to present us with options to move forwards. He was also able to easily explain the legal wording making the whole process stress free.

Have you seen the outcome you were hoping for?

Yes

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

Mainly to seek advice that would safeguard my families future and protect my savings

How has Simon Mansell helped you?

Simon has always given very good advice. This has helped me grow a good portfolio that has been future proof even in market downturns. I would recommend Simon, he’s knowledgeable in all areas of financial planning. My family also use Simon.

Have you seen the outcome you were hoping for?

The advice and outcome is more than satisfactory.

What could they have done better?

I can’t think of anything that they could have done better.

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

Many years ago we were looking for help in planning for the future for all the family

How has Simon Mansell helped you?

Over the years, Simon has seen us through the planning and now investments and pensions

Have you seen the outcome you were hoping for?

We are pleased with the returns made for our investment and pensions.

What could they have done better?

it was all good

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

Simon was my mum’s financial adviser, he helped her with investments and inheritance planning

How has Simon Mansell helped you?

Simon and Louise have been amazing since we lost mum in helping my brother and I sort out her investments. Excellent advice to mum about investing her money, excellent support for the family during a very difficult time.

Have you seen the outcome you were hoping for?

The investments mum made on Simon’s advice have resulted in high yields and were planned to ensure these were passed onto my brother and I.

What could they have done better?

Nothing, excellent advice and service.

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

Being self employed I needed advice on pension planning.

How has Simon Mansell helped you?

He has given me advice over many years that has produced excellent results. He is assisted by Louise Plant. She has unfailingly been pleasant, courteous, efficient, very patient with my queries, and has always kept me very well informed. Working together they make a formidable team.

Have you seen the outcome you were hoping for?

Most definitely.

Please provide a brief comment about your experience with Simon

Very prompt response to enquiry and follow up emails.

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

I needed a Trustworthy and Knowledgeable Adviser for my Pension Plans

How has Simon Mansell helped you?

To whom it may concern, I first met with Simon in 1989, 32 years ago and I'm still a happy client!. We have pension planning, life and critical illness protection. In 2017 I introduced my mother and father and they embarked upon estate planning so our relationship is now family wide. I anyone reading this is able to look back over so many years then their plans will have stood the test of time as mine have. Regards David

Have you seen the outcome you were hoping for?

Looking good so far

This review is a follow-up review from a client who left a review previously.

How has Simon Mansell helped you since your last review?

Continues to show due care and attention and regular communication. Always at hand to offer finance education, help and support when required

This review is a follow-up review from a client who left a review previously.

How has Simon Mansell helped you since your last review?

Simon continues to offer unrivalled advise across a range of services. We cannot praise him enough for all the work he has done for us in all the years we have been with him.

This review is a follow-up review from a client who left a review previously.

How has Simon Mansell helped you since your last review?

By continuing to be readily available for any ad hoc questions and knowing that Simon will be the person to respond and not some faceless adviser who we had never met.

This review is a follow-up review from a client who left a review previously.

How has Simon Mansell helped you since your last review?

Simon has continued to invest my funds for me through the very difficult period of the covid pandemic. The fact I can trust my funds with his office means I'm not worrying about whether my funds are safe or not.

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

My Mother needed advice and guidance with her investments as they needed professional attention.

How has Simon Mansell helped you?

Simon quickly analysed and evaluated Mum’s finances and put them into a safer area of investment.

Have you seen the outcome you were hoping for?

Have now seen an amazing positive outcome to all areas of Mum’s financial affairs.

What could they have done better?

Everything found to be very satisfactory so no areas of improvement can be commented on.

This review is a follow-up review from a client who left a review previously.

How has Simon Mansell helped you since your last review?

THE PENSION PORTFOLIO CONTINUES TO OUT PERFORM THE MARKET RATE AND EXCELLENT GROWTH IN TRYING RECENT TIMES

This review is a follow-up review from a client who left a review previously.

How has Simon Mansell helped you since your last review?

No

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

To put our finances in order and plan for retirement

How has Simon Mansell helped you?

Dear Simon/Staff I hope those reading this will be encouraged to pursue your financial planning with Temple Bar IFA Ltd and Temple Bar Estate Preservation Ltd both owned and run by Simon Mansell. Hindsight is a wonderful thing, but we have no need of it having experienced a first class service throughout the last 28 years. I wanted to give any prospective clients its benefit of our experience. We first started dealing with Simon in 1993, 28 years ago. Since that time, we have placed protection, investment, Wills, Powers of Attorney and Estate Planning Trusts. I am writing now as a way of thanking Simon and to encourage others from our beneficial experience. As we surrender the first protection plan we find it has not only protected us but now returns a hansom investment. Regards Allen & Molly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In my view they couldn’t have done anything better

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

Very bad service by Pension company and bank. Both were not dealing with the issues for 2 years. SIMON resolved it and improved the package they offered

How has Simon Mansell helped you?

In September 2020 we asked Simon Mansell of Temple Bar to help us obtain information pertaining to our pension arrangements from Royal London and HSBC Bank. We had previously been struggling with these two organisations and to suggest they were incompetent would be a massive overstatement of their service standards. We instructed Simon Mansell and it was only through his tenacity that we won through, but only at considerable cost to Simon in terms of his time and effort. In summary I would advise any prospective client to avoid dealing with Royal London and HSBC Bank. On the other hand I would strongly recommend using Temple Bar, Simon Mansell and his efficient PA Louise. Regards Ian

Have you seen the outcome you were hoping for?

Yes and a better result

What could they have done better?

Simon and their team were faultless

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

Pension transfer

How has Simon Mansell helped you?

Following my recent investment review I'm pleased to report that all of my expectations have not only been met but exceeded. My experience has been 100% positive 10 out of 10. I would also point out that this was in spite of the investment period covering 202/21 Covid19 Lockdown. I therefore have no reservations in recommending Temple Bar IFA Ltd.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

The occurrence of my mothers death and her will.

How has Simon Mansell helped you?

Hello, I wanted to record my experience of dealing with Temple Bar IFA Ltd and Simon Mansell. I am a Trustee and Contingent Beneficiary of a Will Trust established by my departed Mother. My brother and I were introduced to this firm by our family solicitors in 2017. There are two parts to our investment: Income for my father and capital for the beneficiaries. Our duties as trustees are strictly regulated and I'm reassured by the professionalism and expertise displayed by Temple Bar, especially the guidance offered through the Covid Pandemic. I also want to add, I am astonished by the success of the proposed investment strategy. Thank your Temple Bar. Regards JOHN

Have you seen the outcome you were hoping for?

Yes.

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

Update/Review of my investments

How has Simon Mansell helped you?

To whom it may concern, I first dealt with Simon in 1994 and conducted ongoing business from 1997, 1998, 2014 and now 2021. I have just completed the latest element of this ongoing advice programme. Thus, I able to offer this testimonial with 27 years experience. Over these years my experiences have always been positive. Advice has been tailored to my individual circumstances from both an investment temperament, taxation positions and estate planning perspective. I would have not hesitation in recommending Simon Mansell and his team at Temple Bar Independent Financial Advice Limited. Regards Ian

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There is nothing to report

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

Professional advice to ensure we obtained the maximum benefits from our pension funds.

How has Simon Mansell helped you?

Simon gave us his advice based on his extensive knowledge.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

Because I am not qualified in this therefore I go to an expert.

How has Simon Mansell helped you?

I have commented before but wanted to confirm that my earlier opinions have not changed and I continue to be pleased with Temple Bar. I say this in a professional capacity where the recommendation of a firm to my own clients carries with it a degree of risk.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

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

My previous IFA retired after i had set up a number of financial arrangements, including Income protection, mortgage, pensions and life assurance. I sat on these for a few years until it became clear that these arrangements needed to be reviewed and if necessary updated, and for this i would need the help from an experienced financial Advisor

How has Simon Mansell helped you?

I am what is known as an Orphan client i.e. I have not done business with Temple Bar IFA Ltd but rather been inherited following the loss of my former adviser. The point that I wanted to make is that sometimes advice can take the form of sit tight and use your existing plans rather than embark upon new ones. In this respect I have have not placed new business or been charged an advice fee in spite of taking advice on a number of occasions. I consider this to be a professional approach that fosters good will and when the time comes I will be happy to place business. Regards Ian

Have you seen the outcome you were hoping for?

The advice that Simon is continuing to give me, is i hope guiding me in the right direction, particularly with regards to my pension planning

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

Information and advice on investments and my private pension.

How has Simon Mansell helped you?

Quite simply our involvement with Temple Bar IFA Ltd continues to be positive. Our investments have exceeded expectations by a significant margin! This is especially pleasing in 2020 with the backdrop of Covid, the year when the world stopped spinning - a true test of ones metal. Finally, how refreshing to pick up a telephone and speak to real people, the same as we actually did business with! Best regards David and Susan

Have you seen the outcome you were hoping for?

I am very satisfied with the performance he has achieved for me in all areas.

What could they have done better?

As far as I am concerned he has achieved everything I have asked for and would be unable to suggest any extra constructive comments.

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

My parent required help and guidance with her investments

How has Simon Mansell helped you?

Simon was able to offer clear and concise instruction as to the next best steps going forward.

Have you seen the outcome you were hoping for?

Completely. All savings and investments are now in order and well organised.

What could they have done better?

No improvement required. Temple Bar offer a first class service and are always on hand to assist as and when required.

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

Sale of property

How has Simon Mansell helped you?

We act as trustees for my elderly mother having established Estate Planning Trusts in 2018. Everything that Simon predicted has come to pass and we now are benefiting from the estate planning package that has been put in place. We are especially pleased with the investment returns especially with the backdrop of Covid-19. When we have had cause to ask Simon for help and or advice he and his staff are always on hand, no call queues, no gatekeepers always available. I might add this has proved invaluable and has taken a tremendous stress off our shoulders at a most difficult time. Based on our own personal experience we would have no hesitation in making a strong recommendation of Temple Bar IFA Ltd.

Have you seen the outcome you were hoping for?

Yes trust fund put into place

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

Dissatisfaction with our previous IFA

How has Simon Mansell helped you?

Simon gave us the trust back that we had lost over the previous years. His advice has protected our investments during the turbulent times caused by Covid. This was a pleasant surprise after the constant bombardment of bad news in the media. For my wife and I one of the main benefits of using Simons services is that he knows us. He is almost always available to speak to at short notice and you never have to worry about being passed from one IFA to another as happened with our previous advisory company. Any day to day administration is handled very competently by Louise in the “back office” and a friendly voice always greets you when you call.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Well if he could have suggested investments that quadrupled that would have been good! (said with tongue in cheek)

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

Nearing retirement, reviewing my situation and wanting to ensure I understood all of the risks involved with my plans

How has Simon Mansell helped you?

My partner and I needed to protect our mortgage. A simple joint reducing term plan had been prompted. However when we invited Simon to advise he went several stages further and was better able to demonstrate the value derived from two single life "level" term plans i.e. where the sum assured did not decrease and where the plans could both be placed in trust. By writing our plans this way we were shown that the Sum Assured could be held in trust outside our estate. Thereafter, there will be no probate delay/cost or inheritance tax liability (IHT) on this sum of money and this sum "will not" be considered part of our estate for the purposes of inheritance tax/long term care. The trustees can pay this money to our respective partner or children. Another option we loved was the ability to retain this money in trust and the trustees could then make interest free loans from the trust fund not only to clear our mortgage but to create a debt against the remaining estate repayable to the trust fund on your spouse’s death or better still deductible from the estate value for the calculation of inheritance tax, probate and or long term care means-testing or other state benefits. From a simple mortgage protection plan to a complex estate planning package - fabulous!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, he was always there to help and advise when it was needed, especially during 2020

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

Financial Advice for Family investments and inheritance

How has Simon Mansell helped you?

I have experienced a "very" difficult family situation that required sound, quality and sympathetic advice, all of which we found in our dealings with Simon Mansell of Temple Bar IFA Ltd. I would also like to mention his ever efficient personal assistant Louise. I would have no hesitation in making the strongest thank you and recommendation to any would-be prospective clients.

Have you seen the outcome you were hoping for?

yes, Simon help has been immeasurable

What could they have done better?

No applicable - Simon spent time to listen to our concerns and was able to recommend solutions appropriately.

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

My first contact with Simon was when looking for a pension plan to invest in after becoming self employed.

How has Simon Mansell helped you?

Initially Simon led me through my possible options and provided his recommendation of a product that would suit my situation. Recently he has helped amalgamate many of my existing pensions into a manageable fund.

Have you seen the outcome you were hoping for?

In almost 10 years his recommended pension option has outperformed my existing pension portfolio. I am confident that the recent advice given will continue to meet my expectations.

What could they have done better?

Simon continues to give sound financial advice and regular updates. I have no reason to believe that this situation will change in the future.

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

A first time buyer.

How has Simon Mansell helped you?

Life insurance advice

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

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

Retirement advice & solutions.

How has Simon Mansell helped you?

He explained how our current pensions could be amalgamated to fund our retirement & also helped with investments.

Have you seen the outcome you were hoping for?

Due to Covid-19, not yet.

What could they have done better?

Nothing, because everyone is currently living under challenging times. This is of no fault of our Financial Adviser. He is very good at keeping us informed of the current financial situation.

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

To help us plan for the future.

How has Simon Mansell helped you?

Simon, always at hand to support, has expertly steered us through our financial planning over the past eighteen years. Over that time, we have acted on his abundant knowledge and advice regarding investment opportunities, pension and estate planning. We are most grateful for his clarity and patience in delivering sound advice. Office Manager, Louise is incredibly efficient, friendly and professional, nothing is too much trouble! We would strongly recommend Temple Bar IFA to any prospective client.

Have you seen the outcome you were hoping for?

Yes and we continue to do so.

What could they have done better?

We could not have asked for more.

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

AMALGAMATION OF SEVERAL PENSIONS INTO A SINGLE PORTFOLIO ALONG WITH INVESTMENT ADVICE AND LONGER TERM FINANCIAL PLANNING

How has Simon Mansell helped you?

FROM THE OUTSET THERE WAS SOLID ADVICE ON ALL MY REQUIREMENTS WHICH NOW HAVE ALL BEEN PUT IN PLACE. ALL ITEMS FOR FAMILY ESTATE, FINANCIAL, PENSIONS, INVESTMENTS AND POWERS OF ATTORNEY HAVE PROVED TO BE A SUCCESS

Have you seen the outcome you were hoping for?

YES VERY HAPPY, SIMON AND EXCELLENT SUPPORT FROM LOUISE KEEP ME WELL INFORMED REGULARLY, MY ESTATE IS IN GOOD HANDS

What could they have done better?

NOTHING AT ALL, NO COMPLAINTS, VERY IMPRESSED

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

I wished to take advantage of the 25% tax free draw down from my pension without suffering any penalties. I had previously met with advisors from the free government service Pension Wise that appeared to limit me to just one option, so I decided to seek further independent advice.

How has Simon Mansell helped you?

Simon provided clear and concise advice that was quite contrary to Pension Wise, comprehensively explaining all my options, in each case listing all the pros and cons. These private discussions in my home enabled me to make and educated and fully informed decision as to the way forward regarding my pension. In addition, Simon gave further extensive advice about Lasting Powers of Attorney, Wills and even property management that I hadn't considered.

Have you seen the outcome you were hoping for?

Absolutely! Maximum draw down of tax-free sum and reinvestment of pension pot into a higher-performing plan. Plus sound future financial planning as we age.

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

Help with Family finances

How has Simon Mansell helped you?

brilliantly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing