Simon Mansell

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

Dissatisfaction with the way my pension was set up and monitored

How has Simon Mansell helped you?

His advice has been very helpful, and definitely pointed me in the right direction. He has provided good advice on my pension investment , and advised on any change needed to gain the best return from the pension fund.

Have you seen the outcome you were hoping for?

Definitely yes.

What could they have done better?

No specific aspects.

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

I had an advisor who had lost interest in me. Simon came through my accountant’s recommendation.

How has Simon Mansell helped you?

Simon has guided me through the pensions minefield with excellent advice expertly tailored to my specific requirements, as well as finding a safe and productive home for my investments. He continues to offer detailed help and advice.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

I honestly can’t think of any way that Temple Bar could improve its service.

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

My late mother's will was written to provide a lifetime trust for my father in the event of him selling their farm which he did when the farm became too much for him in his latter years.

How has Simon Mansell helped you?

Dear Sir/Madam I write this review at the request of Temple Bar IFA Ltd as a record of our involvement. We were first introduced by our solicitor in 2017, eight years ago. We were the trustees of a Will Trust and required investment advice in compliance with the Trustee Act and in order to facilitate income for my aged father, who has now passed. I wanted to express my views that the initial advice and review have proved to be excellent. The passing of a loved one is difficult for all. During this period Temple Bar and their support staff could not have been more compassionate and supportive.

Have you seen the outcome you were hoping for?

Yes the outcome has turned out better than I hoped.

What could they have done better?

I do not feel anything could have been done better Simon is an exceptional financial adviser.

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

An abundance of caution and retirement planning.

How has Simon Mansell helped you?

I have known Simon for many years, both personally and professionally. As a former financial adviser, I am extremely selective about who I trust with my own affairs. When I left the industry, there was only one person I felt completely confident entrusting with all of my personal financial planning, Simon Mansell and his firm Temple Bar Independent Financial Advice Limited and his Estate/Trust/Will Planning firm Temple Bar Estate Preservation Limited. This was not a blind judgement, but one informed by my own working knowledge of the profession and a first hand appreciation of Simon’s integrity, technical ability, and exceptional work ethic. His advice has always been thoughtful, thorough, and firmly grounded in what is best for his clients. I recommend him without hesitation.

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?

Someone who was an expert in their field

How has Simon Mansell helped you?

We were first referred to Temple Bar by an existing happy client. This was many years back and over those years we have both embarked on our pension planning and retirement planning with Temple Bar. We have Offshore Investment Planning, Wills, Powers of Attorney and Trust/Estate Planning. We have never had one cause to fault anything we have done. Would we do anything differently? Not one thing! In an age of impersonal service, call queues and answer phones Temple Bar is the antidote. A special thank you to Louise who runs the back office with an attention to detail seldom seen - she gets things done.

Have you seen the outcome you were hoping for?

100% yes

What could they have done better?

Absolutely nothing