Simon Mansell

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

I have known Simon for many years and he has always looked after my pensions and investments and written our wills. He has also put our house in trust and power of attorneys for health and finances

How has Simon Mansell helped you?

On this occasion I was in need of proof of my tax free pension sum which I cashed in to help my step daughter to get on the property market. Her solicitor required proof of payment and as I had no paperwork I asked Simon if he could supply this.

Have you seen the outcome you were hoping for?

Simon sorted this out within 24hrs with no fuss or hassle and sent me all the documents I requested by email so I could quickly send it over.

What could they have done better?

Nothing, he works to such a high standard and I am always grateful to him and his team.

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

We realised that as we got older we needed more rounded advice on a myriad of financial subjects.

How has Simon Mansell helped you?

Dear Sir/Madam I just wanted to record my finding. Without forewarning I presented Simon with and extensive set of circumstances and I wanted to record that all aspects were covered and answered to my entire satisfaction. I now have a better understand of trust planning and my options for wealth transfer.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

Nothing

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

I needed some help with the above.

How has Simon Mansell helped you?

I have held investment with Temple Bar for 10 years and more. All have exceeded their benchmarks and so too their customer service. I recently had cause to doubt HMRC and requested help from Temple Bar. Their response was immediate which included drafted templates and calculation. Temple Bar have met and exceeded my expectations.

Have you seen the outcome you were hoping for?

I’m sure this will flow through.

What could they have done better?

Nothing, always a first class practical response.

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

My parents took advice regarding trustees, power of attorney and executors for myself and brother a few years ago - the help and support and wealth of their experience was endless and still is to this day

How has Simon Mansell helped you?

In matters concerning my elderly mother and the ongoing planning related to her well-being, I wish to formally record the following observations: Financial Planning, Estate Planning, Attention to Detail, and Immediate Response Times have all been excellent and without fault. The support and guidance received in these areas have consistently met the highest standards of professionalism and reliability. My family and I consider ourselves privileged to have met with and experienced such excellence. The peace of mind and clarity provided during this important time have been invaluable.

Have you seen the outcome you were hoping for?

I am still getting the help from both and very grateful to this day

What could they have done better?

Nothing- it is the best support I have had for a long time

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