Simon Mansell

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

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

Pending budget and age .

How has Simon Mansell helped you?

Dear reader We have dealt with Temple Bar IDA Ltd for many years. The one time we make the mistake of venturing outside of their protection we became embroiled with rogues and complaints to the regulators. Thereafter it was Temple Bar to whom we returned for help who were “magnanimous" in their response and who who put us back on the straight and narrow. Thus, we have had experience of poor advice and good advice and can say with experience that Temple Bar Independent Financial Advice Limited should be your first choice. We consider this firm to be worthy of consideration by all those who are looking for quality advice.

Have you seen the outcome you were hoping for?

Yes thanks to temple bar

What could they have done better?

Nothing as Simon and his staff went over and above to fulfill my requirements

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

Needed a good home for some money.

How has Simon Mansell helped you?

Our relationship with Temple Bar began back in 2001, over twenty-four years ago, which shows these comments are far from a fleeting impression. Across that entire period we have invested, sought advice, and consistently enjoyed exceptional results. In recent years the support has evolved naturally into more complex estate planning, handled with the same care, clarity, and intelligence that first won our trust. I genuinely doubt our experience could have been better in any respect. We feel enormous gratitude. One small example that captures the service perfectly. When I was struggling in exasperation with a set of HMRC forms, I sent a single email to Temple Bar. Within minutes I received a call, straightforward guidance that resolved everything, and a written follow-up confirming what had been discussed. That level of responsiveness and professionalism has been our experience time and time again. So thank you once again to the entire team. If anyone reads this and decides to place their confidence in Temple Bar, you will be in the very best of hands.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I can see.

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

Simon has been our financial advisor for many years and has always looked after our financial health.

How has Simon Mansell helped you?

Most recently pension advice as we plan for the future. Simon is also easy to contact whenever we have any questions or concerns.

Have you seen the outcome you were hoping for?

Yes. Everything has been explained; we can understand the different pensions we hold and where possible they have been combined into one scheme which we can see has been growing steadily, which is very reassuring.

What could they have done better?

Cannot think of anything

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

A friend recommended Simon a few years ago and he has advised me on several matters over the years. i get a first class service from both Simon and his staff

How has Simon Mansell helped you?

advised on my pension and having taken the advice given i have been very pleased so far.

Have you seen the outcome you were hoping for?

Oh yes indeed I'm very pleased with the outcome

What could they have done better?

I don't think so, having worked for a global company for over 25 years with their motto right first time. Simon and his staff have my vote every time.