Neil's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 14 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 11 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 12 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 10 )
£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 Essex
a month 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
a month 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
Review
by a verified client in Outside UK
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving (UK) company (lump sum) pension to managed individual pension fund outside of company which gave me control to what I want to invest.
How has Neil O'Malley helped you?
Diversify and invest in funds that meet my intent and my overall retirement plan.
Have you seen the outcome you were hoping for?
Pleased to see the investment performance and learned the fee will be reduced based on value of the investment.
What could they have done better?
Nothing I can think of right now.
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?
Took advice early in my career as I wanted to have a clear plan for investments/retirement
How has Neil O'Malley helped you?
Neil has been exceptional in every aspect . Goes above and beyond and has been instrumental in my financial wellbeing. Easy to understand explanations of all aspects pertaining to my and my family’s financial planning.
Have you seen the outcome you were hoping for?
100pc
What could they have done better?
Nothing 10/10
Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help unraveling & company pension
How has Neil O'Malley helped you?
Neil always advises me knowing my like & dislikes.
Have you seen the outcome you were hoping for?
There or there about
What could they have done better?
If I knew I wouldn’t need him