The Lost Coin Financial Planning Ltd - Bristol based independent financial advice for all your retirement and estate planning needs

0117 230 5077

Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Simon M Carlin
Simon M Carlin, Director
Tel. 0117 230 5077, Mobile. 0789 407 0677, Email.
Simon has always worked in financial services. After completing a degree in Economics he worked for around 5 years with the Inland Revenue pensions team. He then passed many professional exams in pensions and financial services, whilst working for a number of accountancy firms. Over those 8 years he became a successful independent financial adviser.

In 2006 Simon set up in business as The Lost Coin, based in the East Midlands. Some 3 years later he moved his family to the South West, to be near his in-laws, whilst keeping almost all his clients. In late 2014 he incorporated the business as The Lost Coin Financial Planning Ltd.

Simon is married to Heidi, who provides administration and marketing support, when not looking after their home and 3 teenage children. They are both actively involved in their local church including trusteeship. Simon is also the Treasurer and plays the clarinet most Sundays and Heidi is employed part-time as the Children and Youth Worker.