Malcolm's reviews
Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 111 )
Pensions ( 31 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 9 )
Auto Enrolment ( 1 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 4 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 12 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 11 )
£100k - £200k ( 5 )
£50k - 100k ( 7 )
Up to £50k ( 30 )
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 Wiltshire
19 days ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchasing a property and requiring a mortgage
How has Malcolm O'Donovan helped you?
Providing financial mortgage advise and securing a mortgage.
Have you seen the outcome you were hoping for?
Yes, secured a mortgage and have now purchased a property.
What could they have done better?
Nothing, exceptional service my Malcolm and his team to facilitate the purchase of the property.
Review
by a verified client in Essex
25 days ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Start a pension plan
How has Malcolm O'Donovan helped you?
clear concise explanation and understanding of my requirement
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Kent
a month ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking advice on mortgage options for property purchases/re-mortgaging and other advice on pension planning/consolidation.
How has Malcolm O'Donovan helped you?
We have worked with Malcolm for a number of years on both securing mortgages and pension planning. Malcolm and his team have arranged our mortgages and helped consolidate pension pots to make management easier.
Have you seen the outcome you were hoping for?
Yes - working with Malcolm and his team has helped us secure the best possible deals and minimised the admin overhead. This has made things much easier.
What could they have done better?
No. Malcolm and team have always been responsive, professional and very easy to work with.
Review
by a verified client in Hertfordshire
a month ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Couldn't done it without Malcom and the team
How has Malcolm O'Donovan helped you?
Secured great mortgage deal
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NA
Review
by a verified client in Hertfordshire
2 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage for our first home.
How has Malcolm O'Donovan helped you?
He helped us buy our first house and helped us a lot over the years with insurances, remortgage and advice.
Have you seen the outcome you were hoping for?
Yes, we have and we also recommended his services to our friends.