Professional Reviews



                        
                       
 

"You can't build a reputation on what you're going to do." 

Henry Ford, Founder of the Ford Motor Company

In the process of helping clients we often work with other professionals such as solicitors, accountants, stockbrokers, trustees and fund managers. Every man or women should only be judged by their peers and it is with great pride that I’m able to publish the comments of a number of professionals who have had dealings with Temple Bar either in a financial planning capacity or as regulatory lobbyist. Below you will find what a few of our professional contacts have said.


12/08/14

I have had the pleasure of working with Simon in a number of adviser related areas whilst growing the Panacea community.
He is a very focussed, knowledgeable and ethical individual who can be relied upon to give sensible balanced perspectives about the financial services industry. A rare combination of skill sets to be embraced.

Regards

Derek Bradley

CEO, PanaceaAdviser.com
Panacea is a thriving web based community of some 17,000 with some of the highest industry open rates for our free bi-weekly “Bento” e-bulletins containing the latest news, commentary and industry trends. In addition Panacea Adviser is also very active within social media, winning an online 2011 poll as the Top IFA related Tweeter with over 2,500 Twitter followers and LinkedIn group members.

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16/11/12

Simon Mansell possesses intelligence, compassion, percipience, knowledge and plain common sense. I have followed his activities and blogs for years. I have supported Simon and other cognoscenti for years. I believe that he and his fellow thinkers will prove to have been right all along when the dog's breakfast left by the myopic, the self-serving and the cerebrally challenged presents itself in 2013.

Regards

David R Chubb MIFP Cert PFS - Financial Planner and Investment Manager

David Chubb Financial Planning, Advisory Investment Manager and Affiliate Member of Resolution - First for family, Professional witness in family law mediation matters. 

(Testimonial identity is not normally disclosed but in this case permission has been granted)

*These comments were made on www.citywire.co.uk dated 16/11/12 in relation to the FSA’s Retail Distribution Review
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16/10/12

Dear Sir/Madam

I have known Simon through our mutual interest in Financial Planning for clients over a number of years. 

Simon is an adviser that I have the highest regard for. Simon is diligent informed and passionate about his profession and his level of expertise, which he constantly updates.

Here is a trustworthy and open adviser that I would not hesitate to recommend to my closest friend. Simon has a legal background and a thirst for detail and correctness.

Best regards

Terence P. O'Halloran 

Terry a BSc in business administration and is also a Chartered Financial Planner and Fellow of the Chartered Insurance Institute. Terry is also an Author, Lecturer and Public Speaker with over 40 years experience. He has represented his profession and his clients on a range of National Bodies’ executive boards and is a life and qualifying Million Dollar Round Table (MDRT) member of over 25 years.

(Testimonial identity is normally not disclosed but in this case permission has been granted)
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10/10/12

Please share this testimonial with others:

Simon is an excellent financial advisor, he listens and understands the business, dislikes over regulation, has empathy with his clients and is his own man, self motivated and self disciplined. 

If he doesn’t know the answer to a question, he will say so; he will then ask one of his peer groups who is an expert in the subject and get back with an answer. 

As an older IFA, I would have no problem with him looking after my family's finances if I was to get run over by a bus! 

Yours sincerely 

Rod Leonard Chartered FCSI FioD

Managing Director of SIPPSONLINE Ltd

SIPPSONLINE Ltd is a Professional Retirement Benefit Scheme Administrator registered with the Insurance and Pensions Authority (IPA). It is Trustee and Administrator to a number of Isle of Man based pensions which are accessible to both Isle of Man residents and internationally mobile individuals that wish to utilise the flexibility of a QROPS arrangement within the regulation of the Isle of Man.

(Testimonial identity is normally not disclosed but in this case permission has been granted)
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09/10/12

Dear Simon,

I've written this recommendation of your work to share with others.

I have been involved with Simon in his capacity as regulatory lobbyist in our mutual attempts to temper the extremes of regulatory reform that pose a risk to consumer interests. I have no hesitation in offering this testimonial for Simon to use as he sees fit.

Best regards

Donna Hopton

Editor and Owner of Cherry 

Footnote: Donna Hopton is Editor and Owner of www.cherryplc.co.uk

Since its launch in October 2005, cherry has grown substantially to become THE key resource for its circa 20,000 mortgage and financial adviser members and users. Cherry is said to be the most used adviser website and news portal. 

(Testimonial identity is normally not disclosed but in this case permission has been granted)
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21/03/12

To whom it concerns

Simon Mansell of Temple Bar has asked me to put together some comments which might be of interest to future prospective clients. 

I am a sole Practitioner and Solicitor in general practice dealing in the following matter: Private and Business clients, Accident and injury claims, Wills and Probate, Matrimonial Law, Agricultural and Commercial Landlord and Tenant matters, Civil Litigation, Conveyancing and Property Law.

I was introduced to Simon Mansell of Temple Bar Independent Financial Advice in 2008, by a business client. As a solicitor I am concerned to ensure that I work only with those who reflect the very highest standards of business ethics. I have worked together with Temple Bar in the matter of trustee investments and I’m pleased to report that the initial investment has now returned 46.96% growth since inception in 2008, a quite remarkable return in view of the market falls. In addition to this I am happy that the advice offered by Simon has enabled me to fulfil my obligations under the Trustee Act to my clients. 

I believe that Simon represents the higher end of his profession and I would be happy to introduce my clients now and in the future should they require professional independent financial advice. 

Yours sincerely

Bennett WT 

Solicitor 

Powys
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29/05/11

To whom it may concern

I work as a solicitor and partner for a commercial firm. I specialise in estate planning and in particular: 

Inheritance Tax

Capital Gains tax

Estate Planning 

Offshore Trusts & Tax Planning 

Wills

Asset Protection 

I have extensive knowledge of financial services. 

I was introduced to Simon several years ago by a professional contact and have worked with Simon on a number of cases, some of which have been significant and complex. I am happy to report that Simon has been a pleasure to work with and has displayed a high degree of professionalism and knowledge towards me and towards his clients. This has enabled me to work as a team with Simon for the mutual benefits of our clients. 

Philip L

Solicitor - Manchester
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11/05/11

Dear Simon,

I've written this recommendation of your work to share with others: 

I had the pleasure and privilege of working with Simon and Temple Bar over a period of some 3 years. He runs an innovative and client focussed practice, and has always demonstrated the utmost professionalism. 

He is staunch in protecting the integrity of his profession, and works tirelessly to this end.

Regards,

Stuart T

Practice Manager at Chartered Accountants and Chartered Tax Advisers
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10/05/11

Dear Simon,

I've written this recommendation of your work to share with others:

Simon tells it like it is, he is a straight talker, no nonsense. He has worked hard to communicate the social and economic effects of the many failures of financial services regulation to the industry and to governments. I'm sure those in power listened even if they didn't like what they heard. 

Keep at it Simon.

Evan O

(Regulatory Consultant)
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