Simon Mansell

I originally trained as a lawyer (BA Hons Law) and have devoted my professional life to financial services. This rare combination of legal and financial expertise provides a perspective that is, I believe, unique within our industry. When specialist knowledge is required, we know where to find it drawing on a trusted network of practising lawyers that we have developed over the years. This network has proved invaluable to my clients and to our continued success. Our business model is built on Client-Centred Marketing. Our clients are our greatest advocates, and their ongoing 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 currently manage funds exceeding £40 million. 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 guided our firm toward areas where legal insight and financial strategy converge: inheritance tax mitigation, estate structuring, and trust planning. In this space, we’ve built enduring partnerships with some of the country’s most respected legal firms. Our investment philosophy is grounded in Modern Portfolio Theory (MPT) — a proven, evidence-based approach that helps investors maximise returns while managing risk through intelligent diversification. By constructing a balanced portfolio of negatively correlated assets, we aim to reduce volatility, so that gains in one area can offset losses in another. The result is a more stable, resilient investment strategy designed to stand the test of time. 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 purpose: a desire to safeguard their financial future, provide for their loved ones, and build a lasting legacy. We believe that knowledge is power and the more deeply we understand our clients’ lives, aspirations, and concerns, the better we can serve them. It is a privilege to be entrusted with such personal and sensitive information, and we honour that trust with complete discretion. For us, client confidentiality isn’t just a policy it’s an absolute. We don’t advertise, cold-call, or 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! Nearly all our new clients come to us through referrals from those who already know and value what we do. Don’t just take our word for it visit our VouchedFor profile to read verified, independent reviews from real clients. Our business is built on two enduring principles: outstanding service and lasting relationships. If you’d like to explore how we can help, we’d be delighted to hear from you.