The Lost Coin Financial Planning Ltd Reviews

My initial consultation was very informative and insightful. I fully equipped for the next step on this journey. Thanks for making things make sense.

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.

Very informative and helpful meeting with Simon from lost coin

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.

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!

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.

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