Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 1 )

Pensions ( 13 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 14 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 3 )

£100k - £200k ( 3 )

£50k - 100k ( 1 )

Up to £50k ( 2 )

Client reviews

First impression from a user who is not yet a client

December, 2018

Overall

Please provide a brief comment about your experience with Colin

We were very happy with our initial meeting with Colin, who clearly has excellent job knowledge. I worked in the financial services industry for many years but my husband is much less well acquainted with the terminology. He had no difficulty in following the discussion, as Colin gave very clear explanations of any technical points made. We both felt happy to trust Colin with our investments and pensions and will be doing business with him shortly.

First impression from a user who is not yet a client

April, 2017

Overall

Please provide a brief comment about your experience with Colin

Colin quickly understood my needs and also that I was a fairly well-informed customer. I was very pleased with the outcome of our initial meeting. Hopefully we can carry on in the same manner.

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Colin

Very helpful. Just fact finding at the moment but things clarifying nicely. Thank you Colin.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Colin

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Colin

Did not actually see Colin. A very personable gentleman Sean O'Shea attended in his stead and made some useful observations

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Colin

He didn't bother to get in touch

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Colin

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Colin

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Colin Caulfield helped you?

My wife and I are cautious when it comes to financial matters as mistakes can prove long lasting and costly. When the time came to review our pension arrangements we decided that we wished to work with a Chartered Financial Adviser, as this offered us the assurance that the person selected had attained a high level of qualification. We then invested a great deal of time comparing feedback on potential Chartered Financial Advisers. We contacted a number providing them with a broad overview of our requirements and asking them if they would be in a position to advise us. The responses were broadly positive, but Colin offered to take a closer look without any commitment on our part and to come back to us with some general pointers and advice – which he did. We continued exchanging emails with Colin both posing and answering questions which proved extremely helpful, and it was clear that Colin was willing to provide this level of support before any form of contractual agreement was signed. We narrowed our search down to 3 Chartered Financial Advisers and provide them with a written summary of our circumstances before attending a provisional 1 hour meeting with each of them in order to compare provisional advice and costs. While they all had their strengths and agreed on very similar recommendations, Colin’s clarity of communication and readiness to answer numerous questions before commitment on our part was both impressive and refreshing. He has always taken the time to properly understand our needs and explain the various options open to us, and then worked in partnership with us to achieve our objectives. While matters have always remained business-like we have not felt pressured or hurried in any way. Value for money can be hard to assess without an in-depth working knowledge of all the different financial products available and the varying costs of fees and financial advice offered, but having gone to the trouble to make comparisons before commitment, I believe that Mantle Financial Planning has provided us with good overall value. I have already recommended Colin to close friends and am completely confident that they will be dealt with similarly well.

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Colin

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Colin

My enquiry was handled by another member of Mantles staff, Sean O'Shea. Sean was very helpful and has provided excellent advice on all aspects of our investment queries.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Colin

Sean O'Shea (colin associate) got back to me the very next morning, understood my needs, showed up on time, explained all thoroughly, was a great source of info and immediately made me feel at ease and ready to trust with my pension. He did everything he

First impression from a user who is not yet a client

August, 2014

Overall

Please provide a brief comment about your experience with Colin

First impression from a user who is not yet a client

June, 2014

Overall

Please provide a brief comment about your experience with Colin

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Colin Caulfield helped you?

Colin has been my financial advisor for seven years now providing concise, clear and always easily understandable advice in what I find to be a daunting world of pensions, investment and protection planning. He has always made time to see me and explain in very clear plain English exactly what my options are and how they best suit my personal situation. Anytime I've wanted to change my contributions for any reason seems no hassle to Colin and his team and my requests are always promptly and politely seen to with a high level of professionalism which gives me comfort that my investments are safe. I would not hesitate to recommend Colin and his team.

What could they have done better?

The only minor thing I would request is that I see Colin at least once a year just to review my portfolio to ensure my investments are still working for me and are still suited to my personal circumstance.

First impression from a user who is not yet a client

February, 2014

Overall

Please provide a brief comment about your experience with Colin

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Colin Caulfield helped you?

Now in my retirement, and after many years of benefiting from ColinÂ’s expert guidance, I know for certain that my confidence in him has been well placed. By maintaining a thorough understanding of my familyÂ’s evolving situation, objectives and attitudes, and by applying the thorough technical insight and grasp he has of the financial world, he has always given us good advice in a way that I believe is a credit to his profession.

What could they have done better?

No material service deficiencies are very evident.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Colin Caulfield helped you?

Mr Caulfield understood my requirements and concerns. He took time to fully explain, in easy understandable language, all the pros and cons of my options to allow me to make a positive investment decision. This is only my first year with my investment, so I feel it is too soon to comment on value for money of services?

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in West Yorkshire

How has Colin Caulfield helped you?

Mr Colin Caulfield is exceptionally Knowledge able as a financial advisor, he responds to any queries quickly, with a very friendly approach. He has a good team who work along side him.He or one of the team are always on hand to advise.

What could they have done better?

Cannot think of anything???

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Dorset

How has Colin Caulfield helped you?

Both employer and our employees have received excellent service from Colin for the past 12 years. We would not hesitate to recommend Colin and Mantle FP.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Essex

How has Colin Caulfield helped you?

Colin is highly qualified and very knowledgeable financial adviser. He has developed an excellent reputation for his professionalism and integrity over the years. He is extremely good at understanding his customers circumstances, needs and goals, and attitude to risk, to therefore offer the most suitable products. I would highly recommend him and would never consider using anyone else!

What could they have done better?

Nothing I can think and if there was anything I would be able to discuss with him directly!

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Colin Caulfield helped you?

I have known Mr Caulfield for over 20 years. He is most thorough with and knowledgeable about all aspects of financial planning, always putting his clients' needs first. His unbiased advice is a cornerstone of the service his firm, Mantle and Partners, can provide. I have absolutely no qualms about recommending anyone to Mr Caulfield and Mantles. S Little November 2013

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Middlesex

How has Colin Caulfield helped you?

Colin and his team are easy to contact, quick to reply, always willing to visit and instils us with confidence. He has look after our finances for many years and we have watched our savings grow. Because of this we have now retired with a good pension and will be comfortable for the remainder of our days.

What could they have done better?

I am unable to think of any way in which he could improve the service to us

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Colin Caulfield helped you?

Mantles are great - clearly well informed and up to date with current financial markets and legislation which makes you feel very confident that you are getting the very best advice. Nothing seems too much trouble for them. I would, and have, strongly recommended them to my friends and family.

What could they have done better?

A regular newsletter perhaps?

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Bedfordshire

How has Colin Caulfield helped you?

I have recveived Financial advice from Colin for many years and have always been imprssed with the way he has explained my options, understood my requirements and then put into place appropriate investments. I am very confident in his abiliites and have recommended him on numerous aoocasions.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in London

How has Colin Caulfield helped you?

Colin has strong relationship, prioritising and and communication skills. These attributes enable him to easily discuss issues that are affecting us. His good financial and product knowledge has helped us identify how we will achieve our goals. He appreciates that I have taken the trouble to research and try to understand financial issues which he has stated does make his job easier working with us but he never assumes that I know and checks to ensure that I am on the right track.

What could they have done better?

To be fair, there is nothing that stands out as a weakness.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Colin Caulfield helped you?

Four distinctive, winning, characteristics: a) articulates and explains with great clarity at all times, jargon-free b) always presents options rather than single solutions, and explains their respective merits, leaving you in ultimate control of decisions, made with an understanding of the full facts c) challenges (in a friendly, constructive way) self-initiated decisions, to make sure that all alternative options have been fully considered, rather than responding to knee-jerk reactions d) always responds promptly.

What could they have done better?

Some scope for: a) more comprehensive, 'bottom-up', regular reviews, to re-assess whether investments remain absolutely optimal b) greater explicit explanation of costs (though, to be clear, nothing is 'hidden' here).

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Hertfordshire

How has Colin Caulfield helped you?

Responds promptly to any queries we have and offers sound advice on pensions and investments. Will arrange meetings on request.

What could they have done better?

Provide information on commission earnings! Maybe be a bit more proactive if appropriate - offering regular updates/reminders on any new options and assurance that our pensions and investments are still the best deal for us.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Suffolk

How has Colin Caulfield helped you?

Colin provides excellent, concise, reliable advice in a timely and professional manner.

What could they have done better?

I am happy with the service as is.