Stephen McMahon

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

Initially investment for the future then planning for retirement

How has Stephen McMahon helped you?

Stephen has guided us through these processes ensuring we understood everything. No question was too stupid.

Have you seen the outcome you were hoping for?

Yes, we are very happy with position we're in now.

What could they have done better?

Nothing, more than happy with Stephen's service.

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

Looking to take early retirement

How has Stephen McMahon helped you?

Stephen gave me clear and concise information which enabled me to set up the appropriate portfolio to meet my needs.

Have you seen the outcome you were hoping for?

Yes- I retired and the portfolio has met my needs.

What could they have done better?

Nothing- can't fault the service and advice from Stephen!

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

Financial planning

How has Stephen McMahon helped you?

I've been working with Stephen McMahon as my Financial Advisor for several years now, and I couldn't be more satisfied with the service and results. Stephen has an excellent understanding of the markets and consistently provides advice that is tailored to my personal financial goals and circumstances. He successfully set up my pension and investment portfolios with ease and professionalism, and I’ve been very pleased with the performance and returns. What I particularly appreciate is his proactive approach—he stays on top of market movements and makes timely adjustments when needed to protect and grow my investments. Stephen’s expertise, responsiveness, and client-focused approach give me great confidence in my financial planning. I highly recommend him to anyone seeking knowledgeable and reliable financial advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nil

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

Looking to retire and advice on what I should do with my pensions.

How has Stephen McMahon helped you?

Stephen gave me advice on my pensions and laid it out in plain and simple terms making the transition stress free and easy.

Have you seen the outcome you were hoping for?

Five years into my retirement the my current portfolio is performing very well and falls in line with what I was hoping for.

What could they have done better?

my needs have been totally met.

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

Planning for early retirement

How has Stephen McMahon helped you?

Helped to consolidate my smaller pensions into a sipp and advised to leave my old final salary pension as an annuity. Stephen re-organised my investments and savings. Set up a spending plan along with my pension to fund my early retirement.

Have you seen the outcome you were hoping for?

I now feel confident with my investments and the ability to take early retirement

What could they have done better?

Nothing