Simon Mansell

I originally trained as a lawyer but have devoted my professional life to financial advice since 1984. This rare blend of legal and financial expertise is unusual in our industry—and it has proved invaluable to my clients over the decades. They are my greatest advocates. Their continued trust and loyalty are the clearest testimony to a lifetime of dedicated service. Many of my earliest clients, and now their children and families, remain with me to this day. As a Worcester-based Independent Financial Adviser and Advisory Fund Manager, I now manage in excess of £36 million on behalf of clients who are local, national, and international. My approach is personal, principled, and quietly effective. Temple Bar IFA Ltd is a proud member of the University College Institute of Financial Services, the professional body of The London Institute of Banking & Finance. My academic background—a BA (Hons) in Law—naturally steered our firm toward areas where legal and financial planning intersect: inheritance tax mitigation, estate structuring, and trust planning. In this space, we’ve also built lasting partnerships with some of the most respected legal firms in the country. Our investment approach is guided by Modern Portfolio Theory (MPT), a proven methodology that enables investors to maximise returns while managing risk through intelligent diversification. By constructing a balanced portfolio of negatively correlated assets, we aim to protect against volatility—so that gains in one area can offset losses in another, resulting in a more stable and resilient investment strategy. At Temple Bar, we either know the answer—or we know the right expert to ask. Our clients come from all walks of life, but they share a common thread: a desire to safeguard their financial future, provide for their loved ones, and build a legacy that lasts. We believe that knowledge is power—and the more we understand our clients’ lives, aspirations, and concerns, the better equipped we are to serve them. It is a privilege to be entrusted with such sensitive and personal information. We honour that trust with complete discretion. Client confidentiality is not just a policy—it is an absolute. We don’t advertise. We don’t cold-call. We don’t send unsolicited messages. Instead, we grow organically—through client satisfaction and personal recommendation. As we often say: If you’re happy with our service, don’t keep it a secret! Almost all our new business comes from referrals by clients who value what we do. Don’t just take our word for it. Visit our profile on VouchedFor to read verified, independent feedback from real clients—people just like you. Our business is built on two things: outstanding service and lasting relationships. If you'd like to explore how we can help, we’d be delighted to hear from you.