Malcolm Steel

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

Initially via my husbands employment, whilst relocating from Singapore to Scotland, however Malcolm has since been instrumental in guiding our own personal financial affairs since then.

How has Malcolm Steel helped you?

Malcom has guided us through investments and pensions throughout the years we have known him and been clients of Mearns and Co. His advice has always been sound, measured and incredibly effective. He has allowed us to be settled with our affairs and feel confident with our financial future.

Have you seen the outcome you were hoping for?

Absolutely! Each and every time Malcolm has met with us in person, or via internet meetings during Covid, he is always immaculately prepared for the meetings with detailed and accurate information and guidance. The advice has shown to be very effective in helping us to reach our financial goals.

What could they have done better?

There is nothing to add to this report other than our grateful thanks to Malcolm for his support and advice. We leave our meetings feeling we have just had a great big financial hug!

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

Wealth Management service provided via former employer

How has Malcolm Steel helped you?

Strategic wealth management planning - achieving long term financial goals and financial security for the future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind - all advice and guidance has been detailed, well structured and clearly communicated

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

Wealth creation and security

How has Malcolm Steel helped you?

Longstanding trusted relationship and pragmatic counsel. Expertise. Flexibility of solutions to maintain client relationship

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not applicable

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

the death of my husband

How has Malcolm Steel helped you?

Malcolm advises on my investment portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think it could be better

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

I've been a client for many years since transferring my old work pension scheme out.

How has Malcolm Steel helped you?

The key area is around providing reassurance when markets take a major downturn, as they have a few times in recent years. Having an expert on hands to discuss options is very helpful.

Have you seen the outcome you were hoping for?

In the main, yes. Everyone always wishes things had gone even better but my outcome has been acceptable given the current turbulent markets.

What could they have done better?

The last 12 months (since my previous review) have gone well. No issues to report from me.