Sam Malka

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

I was preparing to leave London after three years due to the completion of my relocation contract. I needed professional advice on how to manage my UK pension and ensure it's well-handled until retirement.

How has Sam Malka helped you?

Sam Malka provided exceptional guidance and support. He took the time to understand my unique situation through a one-on-one call, listened carefully to my concerns, and offered tailored advice on the best options for managing my UK pension. His professionalism and kindness throughout the process made it easy for me to make informed decisions with confidence.

Have you seen the outcome you were hoping for?

Yes, I achieved the outcome I was hoping for, thanks to Sam's guidance. He helped me select the option that best suited my needs and assisted with the transition process. Sam was always prompt and thorough in addressing my follow-up questions about the transfer, making the entire experience smooth.

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

We were looking for some good solid and professional financial advice, planning for now and the future.

How has Sam Malka helped you?

Sam has given us the advice we were looking for and has helped us with planning for the future and giving us the confidence in our strategy.

Have you seen the outcome you were hoping for?

It's hard to comment on that right now as our planning is about future results, but we believe the advice given will help us deliver those goals.

What could they have done better?

N/A

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

Required a mortgage broker for purchasing a property

How has Sam Malka helped you?

Sam exceeded my expectations in every way. From the initial consultation to the final approval, he was helpful, attentive, and communicative throughout the entire process. He took the time to understand my specific needs and requirements, tailoring their advice and offerings accordingly. Their availability and responsiveness were impressive, always providing timely updates and addressing any concerns I had. The insights and advice they provided were invaluable, demonstrating a deep understanding of the mortgage market and a commitment to finding the best solution for me.

Have you seen the outcome you were hoping for?

Yes, we secured a mortgage with terms we are happy with

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

BTL investment

How has Sam Malka helped you?

Find the right mortgage for my needs

Have you seen the outcome you were hoping for?

Yes indeed

What could they have done better?

Nothing that I can think of. Sam was absolutely brilliant. Attentive and professional. He really stands out.

Please provide a brief comment about your experience with Sam

Sam was kind and exceptionally generous with his time and knowledge, and very honest with us. In the end he suggested this was the not the right time for us to come on as clients or him, but still spent an hour+ going through our financial situation and giving us free and much needed advice. I defineitly see myself returning to work with him when the time is right for us, and would recommend him happily to anyone looking for a morgtage/financial advisor.

Please provide a brief comment about your experience with Sam

Professional, friendly and informative. All my questions were answered and new point of view were highlighted. I'm very pleased with Sam's service, and will highly recommend him!

Please provide a brief comment about your experience with Sam

Sam was helpful and knowledgeable. He was easy to talk to and was patient enough to go over useful terms and information so I could take decisions that are right for me.

Please provide a brief comment about your experience with Sam

Sam was really helpful and knows a lot. He explained difficult stuff in a way that's easy to understand. He shared with us some financial tips and useful information after relocating to the UK. I would definitely recommend him.

Please provide a brief comment about your experience with Sam

Sam accompanied me and my wife through the consulting and investment process, In the first stage he explained about himself the work he does and the experience he gained along the way. In the second step, he presented us with all the possible options for us according to the financial status of the savings and how it should be invested properly. He made sure to detail every step of the process and answered every question that came along the way His availability and human relations were expressed in gentle, respectful and professional communication! My wife and I are satisfied and highly recommend!

Please provide a brief comment about your experience with Sam

Sam was extremely helpful and knowledgeable. He has the ability to simplify and explain complicated things. Although he is knowledgeable in many areas he is honest in regard to the things he is less experienced with and knows to refer you to the appropriate professional. I would highly recommend his services.

Please provide a brief comment about your experience with Sam

Sam has given excellent advice and help in managing my finances . His attitude is excellent and professional at all times and I would have no hesitation in recommending him to friends and family.

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

We had money from an old defined contribution pension scheme which was locked away. We were unsure of our options after the Company we worked for went into liquidation.

How has Sam Malka helped you?

Regular reviews with Sam kept us up to date with the performance of our investments. Sam is extremely knowledgeable and patient when explaining the options we had for our retirement income after we made the decision to realise the benefits of our capital. He is extremely thoughtful and explained our options fully. His help has enabled us to make decisions on our pension which we were unaware of until all options were explained fully to us and for this we are extremely grateful to him.

Have you seen the outcome you were hoping for?

We are extremely happy with the outcome.

What could they have done better?

In reality nothing, we cannot fault Sam's commitment to getting to the correct end result..

Please provide a brief comment about your experience with Sam

Highly professional and knowledgable. Patiently goes over all the details, makes sure everything is well understood, and that the client finds the solution that best matches them. Great adviser.

Please provide a brief comment about your experience with Sam

Working with Sam as our financial adviser was a game-changer for us. He delved into our assets portfolio and came up with out-of-the-box solution we hadn't considered. His expertise and dedication made the process smooth and insightful. Highly recommend!

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

I needed a mortgage broker for a real estate investment.

How has Sam Malka helped you?

Sam helped me in many ways. He was highly responsive, very efficient, and on top of that gave me more advices that I needed for. Sam acted as more than a mortgage broker to me and I am very grateful for this. I highly recommend to work with him.

Have you seen the outcome you were hoping for?

Yes, my mortgage was approved.

What could they have done better?

Nothing, Sam did everything at his best. I couldn’t ask for more.

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

I need to plan for my retirement and to make sure I had enough liquid assets

How has Sam Malka helped you?

His advice advise, patience and professional knowledge has helped me plan my life. He has given me a first-class service and is always on hand to advice and counsel.

Have you seen the outcome you were hoping for?

I have seen the outcome I was looking for.

What could they have done better?

I really can't think what he could have done better because he has done everything I needed for my life in retirement.

Please provide a brief comment about your experience with Sam

Excellent practical advice that was tailored to my needs….just sorry I didn’t speak to Sam first.

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

We wanted support and advise managing our pensions.

How has Sam Malka helped you?

Sam has help us to consolidate all our pensions into one place.

Have you seen the outcome you were hoping for?

Yes, we are now able to see the value of our pensions in one location.

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

I needed advice on my private pension. Like many people I had acquired a number of pension investments with different accounts.

How has Sam Malka helped you?

Sam have help me to look long term to make the best possible outcome of my pension investment.

Have you seen the outcome you were hoping for?

No because I have taken more out of my money then initially was expected.

What could they have done better?

Nothing really.

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

Buying into my partner's business.

How has Sam Malka helped you?

Giving good, sound advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Sam

After dealing with several brokers with mixed results, I came to Sam through a friend. His experience and professionalism helped me tailor my mortgage decisions and affordability to great extent. I fully recommend him as a person and as a professional. Honestly, I couldn't be happier with the service that I received.

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

To have my pension sorted

How has Sam Malka helped you?

Sam was very sensitive and considerate to my needs. He proficiently researched and advised me appropriately before implementing the actions required to sort out my request. He ensured I understood and was happy with the advise he had given, before he swiftly and proficiently actioned my requests; the standard was high and well within the timeline estimated. Well done, Sam. Thank you.

Have you seen the outcome you were hoping for?

Yes, I have and very quickly too.

What could they have done better?

I had a most excellent and efficient service and could not have asked for any other

Please provide a brief comment about your experience with Sam

Super professional, patient and knowledgable and on top of the trends of the market, has saved us thousands of pounds. Highly recommended.

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

Needed a mortgage broker

How has Sam Malka helped you?

He organised the mortgage

Have you seen the outcome you were hoping for?

Yes

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

I needed a mortgage

How has Sam Malka helped you?

Provided me with professional and speedy service

Have you seen the outcome you were hoping for?

Yes even better than expected

Please provide a brief comment about your experience with Sam

Sam is clearly a professional, very responsive and gave me a great service

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

Needed advice on investing and help of getting mortgages.

How has Sam Malka helped you?

He is really knowledgeable in terms of financial planning for long term investments, as well getting all of ot mortgages for our property portfolio.

Have you seen the outcome you were hoping for?

Yes

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

We were buying our first property. We were recommended Sam from another of his customers who were very happy with his service.

How has Sam Malka helped you?

He secured us a mortgage at a good rate very quickly.

Have you seen the outcome you were hoping for?

Yes, we managed to lock in a rate that meant we could afford our purchase.

What could they have done better?

Not applicable

Please provide a brief comment about your experience with Sam

Had a call to discuss pension investments and consolidation.

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

First time house purchase

How has Sam Malka helped you?

Sam advised our family as me and my brother purchased the family home. From explaining the process and ensuring we were in the best financial position possible to be accepted. He secured us a mortgage offer and carried us through the whole process. Despite the potential for stress, Sam’s confidence was reassuring and ensured it all went smoothly.

Have you seen the outcome you were hoping for?

Yes

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

I needed a mortgage with special circumstances

How has Sam Malka helped you?

Found a great product and sorted all paperwork

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Sam

Sam is highly professional and very knowledgeable when speaking to myself and my partner regarding mortgages. He got back to us very quickly on our queries, and answered all questions we had so we understood exactly what the options were. I would highly recommend using Sam's services.

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

I was looking to purchase my first property and was referred to Sam by a colleague who mentioned how good he was.

How has Sam Malka helped you?

Sam helped me find a great mortgagerate and product quickly. His response time is what has really blown me away. Having spoken with friends, they cannot believe that my broker responds within minutes on WhatsApp even when he is unwell! Absolutely top rate service. His advice and general approach are also fantastic. This really puts you at ease when making these huge financial decisions which are often very emotional.

Have you seen the outcome you were hoping for?

Yes, I had a great service and am due to complete soon.

What could they have done better?

I can't fault Sam at all.

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

I was looking to get a mortgage on a property - in quite a complex, non-straightforward situation. Sam was able to provide the best option - which other brokers weren't able to. Sam was super responsive, the communications are frequent and clear, and Sam made sure that I had the full picture before committing to anything. Once we started working together, I felt very certain that everything will go smoothly - and it really did. I cannot recommend Sam enough - he's incredible.

How has Sam Malka helped you?

Get a mortgage, help with financial planning, secure lending

Have you seen the outcome you were hoping for?

Yup, 100%.

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

We were searching for a qualified mortgage broker that can tackle our particular circumstances.

How has Sam Malka helped you?

Sam secured a mortgage offer with a top lender, and was able to deliver a loan to value ratio far beyond anything else we've been offered by other mortgage brokers. The communication with Sam was clear and concise, the process went smoothly and the offer was received very quickly.

Have you seen the outcome you were hoping for?

Very much

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

Wanting advice and information regarding life time mortgages.

How has Sam Malka helped you?

By listening to my needs and offering invaluable guidance for me in my situation. Also to searching and securing the right mortgage lender to suit my circumstances.

Have you seen the outcome you were hoping for?

Yes, having just recently moved into my lovely new property!

What could they have done better?

In my view, nothing! Sam always made himself readily available, responding admirably and swiftly to any inquiry I had. I found Sam to be very approachable and always very friendly and pleasant to deal with.