Malcolm's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 48 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 22 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 36 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 16 )
£100k - £200k ( 2 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
Review
by a verified client in Bedfordshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to review my options
How has Malcolm Snook helped you?
He is very knowledgeable
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure
Review
by a verified client in Bedfordshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recomended by Accountant
How has Malcolm Snook helped you?
Plain speaking addvise
Have you seen the outcome you were hoping for?
Not always but we always expect more
What could they have done better?
Nothing that i can see unless they can see into the future
Review
by a verified client in Essex
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
20 years ago I received a legal payment to support me for the rest of my life. I looked for an adviser to help me achieve this.
How has Malcolm Snook helped you?
Malcolm is the financial adviser I chose, from a number suggested to me. I totally trust him to look after my money, keep me informed of key matters and work with me to ensure that my money supports my daily lifestyle. It was important to me that I could feel comfortable with my financial adviser, I enjoy dealing with Malcolm and very happy/ comfortable with my finances.
Have you seen the outcome you were hoping for?
Completely
What could they have done better?
Nothing
Review
by a verified client in London
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to draw down from my pension pot.
How has Malcolm Snook helped you?
Explained my options and the pros and cons of each one
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review
by a verified client in Buckinghamshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
MPL were recommended to me by my neighbour at a time that I was exploring pension options and investments.
How has Malcolm Snook helped you?
Malcolm has shared with me various products and helped guide me through the regulatory hurdles to best manage my funds. Malcolm has been instrumental in bringing to my attention great investment options that have performed well through the turbulence of a changing world. I have also been kept well informed of changes in regulation, the impact upon my investments and steps that i should be taking to mitigate risk.
Have you seen the outcome you were hoping for?
Definitely in fact this has exceeded my expectations whilst allowing me to maximise any tax free income.
What could they have done better?
In terms of savings i am very satisfied. The consequence of investments aligns with inheritance planning and I think this is where clarity and direction could be better in terms of most appropriate options. It is appreciated however that this sector is under constant scrutiny so future planning is difficult unless there is a position of long term stability from the Treasury.