Malcolm Steel

What were the circumstances that caused you to initially look for an adviser?

No personal aptitude or knowledge

How has Malcolm Steel helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

My previous advisor was moving on and suggested Malcolm’s name. I’ve never regretted the move to Mearns.

How has Malcolm Steel helped you?

Mostly his advice and kindness shown to me.

Have you seen the outcome you were hoping for?

I think so.

What could they have done better?

I’m happy with everything done so far ?

What were the circumstances that caused you to initially look for an adviser?

Long term retirement - income, pension and inheritance tax planning

How has Malcolm Steel helped you?

By offering pragmatic options and explaining clearly the pros, cons, risks and costs of each approach, and by recommending solutions.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Required advice on how best to manage my son's dependant pension and my own widower's pension

How has Malcolm Steel helped you?

Malcolm absolutely put my mind at rest. He has a compassionate and sensitive approach, and coached me through what my available options were.

Have you seen the outcome you were hoping for?

Absolutely. I now have a robust financial plan for my Son, which was core to what I required.

What could they have done better?

Honestly, nothing. Malcolm's approach and customer consideration is exemplary.

What were the circumstances that caused you to initially look for an adviser?

Investment advice

How has Malcolm Steel helped you?

Professional expertise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure