Neil's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 17 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 12 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 14 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 1 )
( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Kent
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed pensions and savings investment advice.
How has Neil O'Malley helped you?
Neil has given excellent advice for decades.
Have you seen the outcome you were hoping for?
Yes our investments have performed very well.
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement
How has Neil O'Malley helped you?
Ongoing financial planning of our pension portfolio
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Na
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required help with retirement planning
How has Neil O'Malley helped you?
Managed fund, advised how to withdraw funds tax efficiently , made us think about our money habits [ eg I & E ] explained clearly options , charges and risks .Easy to talk to , and ask questions .
Have you seen the outcome you were hoping for?
Yes fund has performed , and risk is minimal
What could they have done better?
N/A
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor retired and I was recommended to Neil’s company by a friend, who had been a client of theirs for around 15 years
How has Neil O'Malley helped you?
He has provided excellent guidance and advice regarding pensions and use of retirement income both prior and subsequent to my retirement. This has included financial planning around tax efficient investment in pensions and other savings vehicles, tax efficient income in retirement and inheritance planning
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing
Review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual tax efficiency.
How has Neil O'Malley helped you?
Neil provided top class advice on my investment strategy and adapts to my changing (and families needs). He has a great understanding of the markets and taxes and is able to explain those well and the impacts/risks & choices.
Have you seen the outcome you were hoping for?
100%
What could they have done better?
Nothing