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"NRG means doing real business. If only all networks were as professionally run, as much fun and as productive"

Marcus Cauchi, Sandler Sales Institute

Simon Carlin Profile - NRG Member Directory

The Lost Coin Financial Planning Ltd

Simon Carlin - The Lost Coin Financial Planning Ltd Online profile

Simon Carlin - The Lost Coin Financial Planning Ltd Online profile
What We Do: We provide independent financial planning advice, mainly to business owners, regarding their need to save for retirement whilst using and keeping control of their company and personal assets.
Business Sector: Pension Consultant
Expertise: Self administered pensions (SSAS and SIPP), problem solving, annuities, pension income, pension drawdown, pension loans, pension contributions, commercial property contributions, tax efficient saving, tax efficient income, tax efficient giving.
Problems we solve: Lost pensions, out of date pension documentation, mistakes made by previous advisers, large tax bills, company reorganisations, dismissal of directors, directors retiring, new directors, business commercial property issues, changes in pensions legislation
Offerings: Pension review, SSAS review, SIPP review, monthly retainer fee for long term client relationships, initial meeting at your convenience and at our expense.

Our Clients

Typical Client Size:

Small (10-49 employees)

Micro (1-9 employees)

Target markets:


Corporate Services


High tech




Medical & health Care

Service Industry


Stage of Business:





East Midlands

South West

West Midlands

Clients we work with: Our top 5 clients are small businesses from a variety of industries and services. Our core clients are individuals who have decision making responsibility in their jobs. We also provide independent financial advice to clients from all walks of life who are about to retire.

Contact Details

Position: Retirement Planning Expert



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Group: Bristol
Member Since: 15-10-2010