The Lost Coin Financial Planning Ltd - Financial Advisor Bristol

Mar 7th, 2023

Simon at The Lost Coin Financial Planning has been excellent throughout. I have used Simon for my financial advice spanning 10 years and on each occasion, he has proven to be accurate, proficient, timely, personable and professional throughout. I would not hesitate to recommend him and his services.
Feb 28th, 2023

Very informative and helpful meeting with Simon from lost coin
Jan 12th, 2023

Simon is the consumate professional, in a world not so well known for this level of quality advice and service. He ahs advised me over a period of 15 years, and recently we made some big changes to the way I manage my pension. As always, Simon listened carefully to the final outcome I wanted to achieve, did a detailed analysis and offered several alternative options. With further dialogue and mre calculations, we agreed the atsks and sequence. he essentially project managed the entire series of activities, interfacing with multiple parties that all contributed to the new set up. He has been proactive, professional, highly reliable, and gives excellent, tailored, qualified advice. He also behaves like a thoroughly decent human being, being and remaining interested in how my life's goals and ongoing financial arrangements marry up.
Dec 7th, 2020

Simon Carlin had "worked wonders" on a relative's pension pot so came to me "highly recommended". From day one I have felt at ease with Simon. We discussed several investment options considering my age, circumstances, risk tolerance, etc. He explained, advised and answered my questions with infinite patience and knowledge. He quickly gained my trust and confidence and now I highly recommend Simon myself. Thank you Simon!
Jul 16th, 2020