Simon Mansell

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

Advice on pension drawdown

How has Simon Mansell helped you?

Clarified 'next steps'

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?

Help with financial planning. Our previous adviser let us down.

How has Simon Mansell helped you?

Dear Sir/Madam and to whom it may concern We wanted to record our experience with Temple Bar IFA, their advice, their performance and the administration. We first met with Simon Mansell in 2008. We had had poor service form our former adviser and were sceptical. Over the past 17 years we have received exemplary service and annual reviews. The portfolios in place have given excellent returns. Of great interest is that our advice has also covered estate, tax and trust planning. We would also like to express a special mention about the back office staff and the delightful Louise who is one in a million, calls are always answered and if missed, returned. In an age of call queues and answer phones this is a breath of fresh air. We can only judge as we find and in 17 years we have never had cause to complain or worry. Regards Mark & Joan Ryana

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

Provided choccy biscuits with our coffee at our annual review?.

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

To consolidate a number of Pensions that were scattered around a number of Employers. Bring into a Central Portfolio and Invest via the Quilter Platform. All good and my expectations have been exceeded within the chosen risk levels against the Prtfolio

How has Simon Mansell helped you?

I have been a client of Temple Bar since 2011 and they do what its says on the tin. My portfolios have performed exceptionally, the client service is exceptionally good and the ongoing advice adapts to the the intrusions and aggressive tax onslaughts from government. We have recently conducted our annual review and yet again all of the expectations have been exceeded.

Have you seen the outcome you were hoping for?

The outcome has out performed the General Market levels. Excellent

What could they have done better?

Just keep up the Good Work

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