The Lost Coin Financial Planning Ltd Reviews

The Lost Coin Financial Planning Ltd Reviews


Excellent - based on 8 reviews
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Reviews (8)
P F Frizelle
P F Frizelle
Reply from The Lost Coin Financial Planning Ltd 2023-06-23
Many thanks Mr Frizelle, it was a pleasure to meet you online and guide you as to how to improve your savings and investments and provide for your family.
Paweł Nowak
Paweł Nowak
Reply from The Lost Coin Financial Planning Ltd 2023-03-14
Many thanks Pawel, I'm glad you found our service to company employees helpful in maximising the tax efficiency of your pension contributions and updating your expression of wishes for your company pension and company group life scheme.
Brian Bingham
Brian Bingham
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.
Reply from The Lost Coin Financial Planning Ltd 2023-02-27
Many thanks Brian for your fantastic review, I look forward to our next meeting when we tackle state pensions and the payment of National Insurance contributions for missing years.
Paulette Williams
Paulette Williams
Very informative and helpful meeting with Simon from lost coin
Reply from The Lost Coin Financial Planning Ltd 2023-01-12
Many thanks Paulette, I'm glad you found our telephone meeting useful. Once you have completed the homework on your pensions then please get back in touch.
pete harpum
pete harpum
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.
Reply from The Lost Coin Financial Planning Ltd 2021-03-24
Thanks Pete, it has been a pleasure working with you to help you achieve a major lifegoal and I look forward to continuing to work with you in the future.
Richard Page
Richard Page
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!
Reply from The Lost Coin Financial Planning Ltd 2021-03-15
Thank you Richard, we look forward to working with you in the future, seeing your Positive Impact investments achieve both a great financial return and an ever-improving environmental and social impact.
Iain Taylor
Iain Taylor
I had messy and poor performing pension arrangements. Simon Carlin took the time to understand what I had and what I needed/wanted, and then proposed a few alternatives along with easily understood advice on each product so that I could make an informed decision. He then implemented my choice which has gone on to perform very well. Thank you very much Simon.
Reply from The Lost Coin Financial Planning Ltd 2019-05-20
Thanks Iain, we achieved a great result, reducing your ongoing charges significantly from 3.2% pa to 0.7% pa and simplifying the future administration of your pension.
David Ginns
David Ginns
I have known Simon Carlin via the last company I worked for before retiring where he came in and set up our company pension scheme and then later when due to government changes in workers pensions Simon came and explained in great detail the best way forward which resulted in changing to the people's pension .When I retired recently I had no hesitation to contact Simon who easily sorted out both of my company pensions into the best available annuities for myself in my retirement ,I would have no hesitation in recommending Simon to anybody needing expert advice
Reply from The Lost Coin Financial Planning Ltd 2018-03-23
Many thanks David. It has been a pleasure working with you and your wife to maximise the benefit from your pension annuity, improving your income by 21% and providing some guarantees and full spouse cover too.