Stephen's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 21 )
Pensions ( 27 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 9 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 5 )
£100k - £200k ( 5 )
£50k - 100k ( 4 )
Up to £50k ( 9 )
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Stephen
Speedy response to initial enquiry. Thorough assessment of my needs.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Stephen
Speedy response to my initial enquiry. Fast and comprehensive feedback on all options available to me. Courteous and accommodating. Went over and above. Many thanks.
Review
by a verified client in Lanarkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i had a few work pensions and wanted these brought together and managed
How has Stephen McMahon helped you?
He wrote off to the pension companies for me and got all the details then looked at if these could be brought together. We could so he brought them together and manages this for me so I don't need to worry about it
Have you seen the outcome you were hoping for?
YES
What could they have done better?
Nothing
Review
by a verified client in West Lothian
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to retire and had pensions all over the place
How has Stephen McMahon helped you?
yes - brought these all inot the one and ive taken my lump sum and now taking a monthly draw down from my pension
Have you seen the outcome you were hoping for?
Yes. Everything brought together and lump sum and monthly payment
What could they have done better?
nothing
Review
by a verified client in Lanarkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Me and my husband needed our mortgage sorted
How has Stephen McMahon helped you?
Stephen sorted us with our mortgage and also protection policies.
Have you seen the outcome you were hoping for?
yes - very happy with outcome
What could they have done better?
nothing